Working With Us

Working With Us

We've seen too many otherwise successful couples struggle to be on the same page regarding their finances. The stress this caused was painful to them and their families. Many had a financial advisor but they didn't have a written plan. That's not acceptable. Or if they did have a financial plan, they felt "judged" in the process and weren't confident it represented their best interest. That's really not acceptable!

At Bleakley - Tidewater, we make financial planning a deep and meaningful experience for both partners. We start with your values, those deep guiding principles in life.  After we have a clear understanding of who you are and your values, we'll meet you where you're at in your financial journey - judgement free. We have inspirational conversations about your hopes and dreams. We explore some pretty emotional topics. And through it all, we make the financial planning process calming, engaging and even fun. (Yes, we said fun!)

Together, we help you build - and implement - something great....a written financial plan based on your values and goals, made with your family in mind and built for generations to come. You're not alone; we're in this together. Our clients tell us they are better off for partnering with us. 

Think this is what you're looking for? If so, let's have a brief chat.

Trusted Counsel

Trusted Counsel

We can't care more than you do, but we certainly care as much! We will never recommend something to you that we would not do ourselves. Your interests always come first. That's why many of our clients refer to us as their "financial friends". What an honor!

By Your Side

By Your Side

You're unique. So are your goals and dreams. Which is why every client gets a plan which is tailored to your specific values and life goals. But more than that, we'll help you implement your plan, adjust along the way and work with you to stay on track. You're not alone.

Let's Schedule Time to Talk...

Thank you!
Oops!