Björn Borg, CFP®
With a distinguished career in financial services underpinned by a foundation in accounting, Björn recognized his passion for empowering clients to retire with dignity. He founded Net Worth Financial Planning to guide clients in their pursuit of achieving financial freedom.
For 15 years, Björn has been a prominent figure in the investment and insurance industries, working with the very companies he leverages in his practice to guide clients throughout their financial journey. He has specialized in developing complex financial products, leading distribution teams, and playing key roles at the forefront of the rapidly evolving FinTech sector.
Björn is a CERTIFIED FINANCIAL PLANNER® Professional, and holds a Montana State Insurance Producer License.
From an early age, Björn Borg embraced his identity as he was Björn to Ski, even as people inquired about his wooden tennis racquet. 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 fiancé Kelli, who has skied an impressive 120 consecutive months. Residing in Bozeman, Montana, they revel in the outdoors skiing and whitewater paddling together year-round, often accompanied by their adventurous dog, Maxine.
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.
THE FIDUCIARY STANDARD
As a CERTIFIED FINANCIAL PLANNER® practitioner, Björn prioritizes your interests above all else. For over 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
MAXIMIZE YOUR NET WORTH
Net Worth underscores the critical role of tax efficiency because your financial health is not solely defined by gross earnings, but rather by what you retain. From the onset of life and into the future, Net Worth Financial Planning takes a comprehensive, personalized approach to integrate every facet of your financial journey. As a fiduciary, Björn commits to prioritizing your best interests, empowering you with confidence today and ensuring security for tomorrow.
FINANCIAL PLANNING SERVICES
Cash Flow & Debt Management
Risk Management & Insurance Planning
Tax Planning
Investment Planning
Education Planning
Business Ownership Planning Strategies
Retirement Savings & Income Planning
Estate Planning