"In my court, your financial plan clears the net"
- Björn Borg, CFP
®
FINANCIAL PLANNING SERVED BY BJÖRN BORG, CFP®
From an early age, Björn Borg embraced his identity as he was Björn to Ski, even as people inquired about his wooden tennis racquet.
Following his studies in accounting and a tenured career in financial services, Björn recognized his passion for helping clients retire with dignity. Björn has held many roles in the investment & insurance industries, working for many of the companies he leverages in his practice to guide clients on their financial journeys. Björn founded Net Worth Financial Planning with the mission of empowering his clients to achieve financial freedom.
Appreciating the importance of work-life balance, Björn makes it a priority to ski every month of the year- an endeavor that ultimately led him to his partner Kelli, who has skied an impressive 47 consecutive months more than he has. Based in Bozeman, Montana, they revel in the outdoors skiing and whitewater paddling together year-round. Their adventurous dog, Maxine, accompanies them on their outings.
The only racquet Björn Borg holds is the CFP® designation. If you are looking for the often misnomered tennis star Björn Borg, you can visit his retail clothing store here.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Björn prioritizes your interests above all else. For 50 years, CFP® certification has represented the standard of excellence for financial planners. As a CFP® Professional, Björn has satisfied vigorous education and extensive experience requirements, along with a fiduciary commitment to uphold the CFP® Board’s ethical standards. This commitment ensures that he consistently acts in the best interests of his clients.
THE FIDUCIARY STANDARD
NET WORTH FINANCIAL PLANNING
Net Worth focuses on tax efficiency. After all, your net worth isn’t about your gross earnings: it’s about what you keep (net). From cradle to grave and beyond, Net Worth adopts a holistic, personalized approach to unify all aspects of your financial life. As a fiduciary, Björn is dedicated to putting your best interests first, providing you with confidence today and security for tomorrow.
SERVICES
Bjorn offers comprehensive financial planning services for individuals and business owners that include:
Cash Flow & Debt Management
Risk Management & Insurance Planning
Tax Planning
Investment Planning
Education Planning
Business Ownership Planning Strategies
Retirement Savings & Income Planning
Estate Planning