top of page
BourGroup
Comprehensive Financial Planning
"In his heart a man plans his course, but the Lord determines his steps."
Proverbs 16:9
What to Bring
Oaths
Before consulting, I sign The Fiduciary Oath to ensure you have the best service possible.
Privacy Statement
We are committed to keeping the non-public personal information (“NPI”) we collect confidential and secure. Our Privacy Policy applies to potential, current and former clients.
ADV Form
bottom of page