Financial education to inform investment planning
What We Do
All About You
The Technical Stuff
The Technical Stuff
Our clients are typically organizations, entrepreneurs, families or young professionals that are currently seeking financial literacy and financial education on achieving their long-term wealth goals, evaluating investment opportunities or seeking an unbiased opinion on major financial decisions.
The Technical Stuff
The Technical Stuff
The Technical Stuff
With every client, we begin with 1 initial introductory meeting to better understand each client’s needs and goals and 1 follow-up discussion to provide financial education and targeted considerations for financial and investment planning. Following these initial interactions, we either partner via an hourly retainer or a formal engagement with a clearly defined scope of deliverables.
Our Expertise
The Technical Stuff
Our Expertise
We're a group of former executives in management consulting, financial and investment planning and technology that thrive on sharing our experience and insights to help our clients with either their business or personal investment decisions.
Like most people, we acquired our financial education and financial literacy over time and want to be a valuable resource to those seeking help!
About BFD Ventures
Our Experience
BFD Ventures or "Be Free to Dream" Ventures was founded to provide investment, real estate and financial consulting services to businesses and families to support financial prosperity and ultimately, take back control of their most valuable asset, which is their time.
After 15+ years in the consulting & financial services industries, we have a passion to sharing our experience, prior pain points and solutions to helping organizations, entrepreneurs and families achieve their goals.
Our Approach
Our approach focuses on not only understanding the emerging financial goals and needs of each client, but also to provide financial literacy and analyses to helping make the right decisions. We are NOT an investment advisor or institution that sells you products. Our goal is simply to provide you with deeper insights prior to making decisions and be a "sounding board" during times when you need an alternative opinion.
We believe that a successful partnership is centered on trust and it starts with education. Our approach focuses on leveraging a data-driven approach with transparency around assumptions and communicating without esoteric financial concepts.
Why Us?
We are a boutique & specialized group that focuses on quality and therefore, we are highly selective with our clients. We want to give each of you the attention and guidance you deserve. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.