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Our Solutions

Compassionate, practical strategies for your financial success.

From one-time consultations to ongoing money management, Blackmore is here to provide the right amount of support, no more, and no less.

We begin by getting to understand you: your aspirations, your challenges, and where you stand today. From there, we understand where you want to be in six months, one year, or ten years. Finally, and most importantly, we create custom financial strategies to accomplish your goals.

 
 

Where can we help you succeed financially?

 

Getting Started

Understand your goals and challenges as you begin or restart your financial journey.

Building a Foundation

Identify your best strategies for creating a strong future in life, business, and more.

Sustaining Wealth

Grow and protect your assets, invest wisely, and share wealth effectively.

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Money Management Solutions

 

Option 1:
Hourly consultation

One-time consultations ideal for big life changes, achieving specific goals, or people with less money to invest.

Option 2:
Membership

Ongoing guidance, one-on-one check-ins, and 24/7 access to a personalized digital platform which provides evolving snapshots of your complete financial picture. This option includes four meetings over six months, along with an eMoney subscription

Option 3:
Managed Money

Maintain control over your portfolio while we manage the day-to-day and make recommendations to grow your wealth.

 

What’s included?

From strategy to tools, our services are based on your needs and goals. Potential areas of focus include:

 
  • Budgeting

  • Purchase Decisions

  • Savings Goals

  • Strategic Philanthropy

  • Cash Flow Planning

  • Retirement Planning

  • Higher Education Planning

  • Investment Advisory

  • Inheritance Management

  • Insurance and Risk Management Strategy

  • Business Capital Allocation

  • Collaboration with other trusted advisors

 
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Not sure where you fit in?

We get it! Let’s schedule a call and talk through your options.