FINANCIAL PLANNING
FOR ADVISORS
ADVISORS RARELY PLAN FOR themselves LIKE they DO FOR their CLIENTS.
IT’S YOUR TURN TO BE THE CLIENT!
Why Should I Hire An Advisor?
Values-Based Financial Planning: rediscover your identity outside of work. Align your money with your life values.
your significant other: invite your life partner into money conversations. they need a financial guide if something happens to you.
Business planning Expertise: Advisors are often entrepreneurs with complex financial lives. we help manage each business with the end in mind.
we prioritize financial planning for advisors and their families, exclusively!
WHAT TO EXPECT
DISCOVER.
Let’s discover YOUR NEEDS, WANTS, FEARS, AND VALUES. WE’LL help you ClariFY WHERE YOU ARE NOW AND WHERE YOU WANT TO GO.
DESIGN.
we’ll design A PLAN FOR YOUR LIFE AND BUSINESS THAT REFLECTS YOUR VALUES AND YOUR AUTHENTIC DEFINITION OF SUCCESS.
ELLEVATE.
ellevate your life and business with ongoing planning. We implement your plan AND CELEBRATE WINS TOGETHER!
HOW WE CHARGE
FINANCIAL PLANNING FOR ADVISORS
we calculate financial planning fees based on complexity.
for flexibility, payments can be made monthly or quarterly, if desired.
ONE-TIME STRATEGY SESSION
Project-based financial planning is provided through a strategy session.
book the 1-hour session, Upload documents in advance, and get specific questions resolved quickly.
priced at $400. payments are made when booking.
MEET YOUR FINANCIAL PLANNER
BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®
TALK WITH A 3RD GENERATION CFP® PROFESSIONAL TODAy!
