This is about you - your life, your goals, and what you want your money to make possible. It’s also important to know who you’re working with along the way.
Ish is the advisor behind Bfi Services (Boghossian Financial & Insurance Services). He works with attorneys, physicians, other professionals, and families to help them make clear, confident financial decisions - without pressure or unnecessary complexity. His approach starts with listening and understanding the full picture, not just the numbers.
A key part of that process is understanding what truly brings you joy. Ish believes your financial plan should be built around the parts of your life that matter most - the people, experiences, and priorities that give your life meaning. From there, the planning becomes clearer and more intentional.
Rather than leading with products or generic strategies, Ish focuses on connecting your financial choices to your values, goals, and sources of joy. The result is a plan that feels both practical and meaningful - designed to support the life you enjoy today and adapt as it evolves over time.
If this philosophy resonates with you, the next step is simply a conversation.