Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
BDO Online can provide recent statements for enrolled accounts. Use the Statement of Account (SOA) feature to view, save, or print a copy when you need a document for records, applications, or verification.
Fiduciary Financial Planning
Steps: Log in to BDO Online → go to Account Information → My Statement of Account → choose your account, year, and statement date → click View → use the save/print icon to download or print your SOA.
Professionals Only, No Salespeople
For a quick review of recent activity (not an official SOA), open My Accounts → My Transactions and filter by date range and transaction type.
Achieving Your Vision
If you need an official copy for visa or legal purposes—or if your account type is not available for online SOA—visit your Branch of Account (BOA) to request a printed statement.
How Can Our Team Help You to Reach Your Goals
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
