About Us

Overview

Boulevard R provides unbiased, independent financial advice that you won't get from your bank or brokerage. Since we're not selling or promoting any products, we can focus on what we do best: working with Certified Financial PlannersTM to create actionable, high-level financial plans to help you reach your goals.

Besides an independent, big-picture view of your personal finances, which we call your Boulevard R Roadmap, you'll get a prioritized list of Next Steps based on an analysis of your risk and financial exposure. For some people this may include setting up an emergency fund, creating a plan to pay down student debt or drafting a health care directive.

With Boulevard R, you'll also get advice on investing to help your savings grow over the long-term. You're not going to find any hot stock tips here. Just sound, informative advice that's on par with what you would get from an independent financial planner.

Once you get your Roadmap, Boulevard R will automatically keep it up-to-date, by serving up new tasks related to your Next Steps and providing ongoing support in the form of community features, such as Ask a Planner, Tips and News. We've also developed interactive Advice Videos to help you make important financial decisions. We've developed these, including one on what to do with your old 401(k) plan, so that you can get some independent advice. Despite what some banks or brokerages would have you believe, not all roads lead to an IRA Rollover.

Throughout the whole process you're safe and secure- we don't know who you are and never ask for any sensitive, identifiable information.

Boulevard R's 3-Step Process

Boulevard R has developed its step-by-step process by assembling a team of leading experts in financial planning and economics. Since the beginning, we've been working with the Chairman of the San Francisco Financial Planning Association, as well as the President of the Maryland Financial Planning Association*. At the same time, a behavioral economist from MIT who is one of the top experts on how to help consumers save for retirement and make intelligent financial decisions has been advising us on our process. These experts have a proven track record of success as leaders in their fields.

The first step in Boulevard R's planning process is to understand your goals so that we can provide highly relevant advice. We then get a better idea of who you are and what you want to do in retirement. Our approach is based on the latest research in behavioral economics and designed to be visually engaging and easy to use. We quickly get you to a financial result and provide several areas where you can drill down and adjust the assumptions we're using.

The second step is the creation of your Roadmap, which gives you the big picture on your finances after we collect some additional anonymous information. A Roadmap provides the following insights:

Next Steps to make sure you're financially protected
Tips to help you reach your financial goals
Net worth assessment
Sound investment advice
Strategies for getting ahead

The third step provides support, through an online interface that automatically keeps your Roadmap up-to-date. Boulevard R walks you through the actions you need to take in order to accomplish the Next Step you're working on. Interactive Advice Videos, as well as a host of community features, such as Ask a Planner, Tips and News provide ongoing support, knowledge and inspiration.

With Boulevard R, you'll get personalized, unbiased and actionable advice from independent experts, while getting the ongoing support you need and a plan that never grows old.

Key Benefits

There are lots of reasons to love Boulevard R. Here are some of the ones we've come up with:

Independent, unbiased advice: Think of Boulevard R as your personal financial advocate. Our job, first and foremost, is to look out for your interests. Large financial services companies can look out for their own interests.
Easy to use: If you can plan a vacation, then you can plan with Boulevard R. We've made it that easy.
Personalized: Since a Certified Financial PlannerTM prepares your plan, you'll get advice that's based on your unique situation.
A bigger nest egg: You get advice on ways to protect what you've saved, as well as strategies to grow your savings in the future.
Actionable: The advice that you do get is highly actionable and broken down into achievable steps.
Comprehensive: You get the big picture on your finances and find out if you're on track for a financially secure future.
Up-to-date: The Boulevard R website automatically keeps your plan up-to-date as you achieve the tasks outlined in your Roadmap.
Secure and anonymous: All the information you provide is safe and anonymous, since we never ask for any personally identifiable information.
Ongoing support: You have access to community content like Ask a Planner, Tips and News designed to help you reach your goals.
Convenient: Boulevard R is always on and you won't need last years tax return or to type in all of your investments. If you want to talk to a real person, you can always Talk to Matt.
Affordable: When it comes to financial advice, you get what you pay for. Boulevard R has developed a process that delivers a personalized, actionable Roadmap prepared by a Certified Financial PlannerTM for less than a nice dinner out.

Did we leave any off? Always feel free to email us at support@boulevardr.com

* Boulevard R works with these planners on a professional basis and this should in no way be interpreted as an endorsement of Boulevard R by the Financial Planning Association.