Fill out a questionnaire and Boulevard R will hand your info over to a certified financial planner, who will create a personalized road map for meeting your goals. The service costs $79 (it's free of charge with an Advanta small business credit card). In return, you'll get a road map with specific advice and dollar figures attached. If you'll need $1 million to fund your retirement, your Boulevard R road map will tell you if your monthly savings are on track - and if you need to increase it, the road map will give you a target number to start socking away each month.
The plan breaks out action steps, and you can track your progress on an online dashboard. CEO Matt Iverson says he specifically had small business owners in mind when creating the service.
"We help give you the appropriate strategy to help you focus on what you should be thinking about, aligning your personal goals with your business goals," Iverson says.
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