Miscellaneous Projects

BPS provides customized services and has the ability to handle special projects. If you don’t see a service listed-just ask.  We can customize our services to address any situation.  By providing custom plans, our clients are able to have as much control or as little involvement as they choose.

Organization of Paperwork
BPS can organize your files and financial records.  We can create a filing system that can get you organized for the present and the future.  We shred and destroy the papers that you do not need.    This can be a one time service or as often as you like.

Monitoring & Auditing Services
BPS can review and monitor individuals currently acting in a fiduciary capacity.  This service can happen quarterly, semi-annually or annually. 

Family Office/Household Management Services
Includes bill paying, budgeting, banking and bank reconciliations, coordination of household services, financial reporting, any other tasks that may be needed. This service is great for the busy professional or individuals who travel frequently.

Organization for Tax Return Preparation
For those people that bring a shoe box full of receipts to their CPA, we have the service just for you.  BPS can organize and input your financial information into a system that your tax preparer can understand. We can also help track down deductions and fill out your tax organizer.

Financial Coaching
We provide individual training and counseling for people who just need a little help.  If you are debt, not saving for retirement and/or living beyond your means.  We can help you get on the track.