Why Choose Bibek PWM?

Our focus is your success. At Bibek PWM, we believe that financial planning is an ongoing process that requires commitment and collaboration. Our process is organized and straightforward, and it consists of the following steps:

Step 2: In-Depth Analysis

If we’re a good fit, we’ll schedule a more comprehensive consultation. During this session, we'll dive deeper into your financial situation, your dreams, and the challenges you're facing. Together, we'll explore the possibilities and start laying the foundation for your personalized financial strategy.

Step 1: Discovery Meeting

Your time is valuable, and we're here to make the most of it. In this complimentary discovery meeting, we discuss your financial goals, gather all financial information to understand where you are today and what is important for you. This is your opportunity to ask questions and understand how we work.

Step 4: Monitoring & Ongoing Advice

We monitor your progress and provide ongoing support to help you stay on track to achieve your goals. We meet with you regularly to review your portfolio & make necessary adjustments to ensure that you remain aligned with your determined financial goals.

Step 3: Building Personalized Strategy

The most important aspect is putting plan into action. At this stage, we'll be crafting a comprehensive financial strategy, suggesting recommendations and actionable steps to accomplish the goals discussed in Step 1 & 2. We'll coordinate with other professionals, such as attorney or CPA or advanced financial planning partners.

Our Commitment to You

We place great importance on a long-lasting, mutually beneficial partnership with our clients.

When you start your financial journey with us, you can rest assured that:

• Our conversations and discussions will remain confidential.

• Our advice is personalized & recommendations are based on your needs.

• We will provide ongoing services and answer questions as and when you have them.
  

• We are committed to building long-standing relationship.
  

• We will fully disclose all costs, fees and compensation applicable to you.
  

• We will bring in other advisors as needed and recommend the best products available on the market.

** Refer to Privacy page, Client disclosure and Social media disclosure section at the bottom of the website.

Let's start your new financial journey!