Our Process

Just like life, your financial goals don't always go in a straight line. Working with a financial professional can help you navigate those inevitable life changes and keep focus on the "big picture" plan designed specifically for you. At BrioWealth, we use the CFP Boards Six Steps of Financial Planning as a foundation for our process along with a very user friendly one page visual of your entire financial picture, an AssetMap. Check out the short video below for a sample and scan the QR code or just email us to start your Asset map today.

Want to learn more?  Check out some of these helpful resources...

Ready to meet with us?  Here are some tips for getting prepared for our time together...
  • Set Aside Some Time - No two meetings with us are the same, but the first one will take some time. Be prepared for a lengthy discussion about your finances to help us get started.
  • Think About Your Goals - There’s no avoiding this question - we will ask about your financial goals in detail and likely ask you to prioritize them, too. Take time before your meeting to consider your top short- and long-term goals.
  • Prepare to Be Open - We need to have a comprehensive understanding of your financial life, as well as your attitude toward risk and experience with money management. Depending on what services you've asked for, may analyze your assets, liabilities and cash flow, current insurance coverage, investments and/or tax strategies.
  • Let's Work Through the Details - Once we understand your financial situation, we will develop our detailed recommendations and present them to you. Before we proceed, we will want to make certain we both feel confident we can have a great working relationship. Don’t be afraid to ask us the tough questions!

You've made it this far....let's have a conversation!