A scenic view of a mountain range with a forested area and a small lake in the foreground during dusk or dawn.

Where we make the hard things easy!

Bear Financial & Travel provides a streamlined, membership-based experience designed to simplify how you manage money, purchase vehicles, and plan travel. Our approach combines structured financial guidance with real-world lifestyle services—helping you make smarter decisions with confidence at every stage.

Whether you're building your financial foundation, upgrading your vehicle, or planning your next destination, each membership level is designed to unlock more support, more access, and more convenience as you grow.

This is not just financial guidance—it’s a modern lifestyle service built around clarity, mobility, and experience.

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Cub Plan

“Start your financial journey with clarity.”

This is your entry point into the Bear ecosystem. Designed to help clients understand their finances, set goals, and get direction.

Includes:

  • Basic financial consultation

  • Budget & goal planning session

  • Credit overview guidance

  • Access to educational resources

  • Introduction to auto & travel services

$0.00
Grizzly Plan

Grizzly — Growth & Mobility

“Build momentum and move smarter.”

Grizzly is where clients start actively improving their lifestyle and making bigger financial decisions—especially vehicles.

Includes everything in Cub, plus:

  • Auto brokerage services (vehicle sourcing & negotiation)

  • Trade-in and financing guidance

  • Deal analysis before purchase

  • Ongoing financial check-ins (quarterly)

  • Priority support

$49.99
Kodiak Plan

“Build wealth. Enjoy the journey.”

Kodiak is where clients begin blending lifestyle with strategy. This is where travel becomes part of your value.

Includes everything in Grizzly, plus:

  • Full travel planning services (flights, hotels, packages)

  • Vacation & cruise booking assistance

  • Custom trip planning (domestic & international)

  • Auto brokerage priority access (faster deal sourcing)

  • Semi-annual financial strategy review

$99.00
Apex Plan

“Operate at the highest level of financial and lifestyle support.”

Apex is your premium, all-access relationship tier. This is hands-on, priority-level service across everything you offer.

Includes everything in Kodiak, plus:

  • Priority concierge service (fastest response time)

  • Advanced financial strategy sessions (tax-aware planning, wealth structuring guidance)

  • Unlimited travel planning support (within reasonable scope)

  • VIP auto brokerage sourcing (first access to deals)

  • Annual full financial & lifestyle review

  • Custom planning for major purchases or life events

$199.99

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