The Wealth & Beyond Program

The Wealth & Beyond Program

The world changes and tools change, often bringing with them new and better ways to achieve your goals.

The Discovery Process

We work together to discover what’s most important to you, which sets the direction for your financial plan.

The Red Dot

It’s important to start by detailing your financial picture today, like the Red Dot on a map “You are here.”

The Strategy Filter

We will present you with strategies that are tailored to your needs and goals.

The Fulfillment Plan

Making decisions and taking action create results. We guide you with this process.

The On-Track Monitor

We make sure you stay your course by monitoring your progress


Get in touch

We at Foord, Van Bruggen & Pajak know that finding the right company to handle your financial goals is a choice not to be taken lightly. That’s why we offer a consultation to see if we are the right fit for you.

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