RESOURCE CENTER

Welcome To Our Resource Center

At Bienestar Financial Advisors we believe relationships are earned. Providing information, financial tools, and advice are fundamental to earning your business. We’ve put together a library of financial information that we believe you’ll find helpful in your financial and investment planning journey.

Financial Planning

MyBlocks Financial Planning Tool Portal
This makes planning easy and fun. Start with My Plan Builder, a collection of six planning blocks. You will begin to create your own financial plan as the My Plan Builder blocks are completed.

Does Your Financial Plan Still Fit?

Six Areas of Financial Planning

The Importance of Having a Financial Plan

The Value of Financial Planning

Application / Forms

Financial Planning Document Checklist

Financial Planning Services Commitment

Bienestar Insights

Small Steps You Can Take to Save for Retirement

Saving for retirement can seem impossible when you are saddled with so many daily expenses: student loans, mortgage/rent, car payments, childcare, and more. But there is nothing wrong with starting small, because the power of compounding interest can go to work for you.

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Organize Your Financial Life

It can be all too easy to assume a hands-off role in your financial life, but that may invite mistakes along the way.

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Healthy Habits to Start Now

Investing in your health can benefit you not only physically, but mentally and financially as well. Creating a healthy lifestyle doesn’t need to be complicated.

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