Bulldog Financial Planning is offering subscription based financial planning for clients. The payment amount will be based on the estimated number of financial planning hours. Clients can still pay for as much advice as they want or need and pay a monthly or quarterly fee. Assets under management are also still not required under a BFP subscription. Feel free to bring your 401k, 403b, 529, ABLE, brokerage, mutual fund, or treasury direct account statements. You could also
Today marked the second test of the Business Continuity Policy at Bulldog Financial Planning. The process went smoothly and took about half of a day. What does Business Continuity mean? Business continuity is the term used to describe the capability to continue operations while experiencing a business disruption(s) without compromising customer information. Businesses can be disrupted by a number things including natural disasters, internet outages, and electricity outages.