BRIO Financial Planning
BRIO Financial Planning specializes in helping single women make sense of their money and their taxes. We offer comprehensive, fee-only financial advice. Our services are based on a time-tested methodology developed by the Alliance of Comprehensive Planners (ACP), a national network of advisors, that address the real life needs of people just like you.
You do not have to be a millionaire to work with us! We have no minimum asset requirements.
We look at your financial plan as a puzzle where all the pieces need to fit together. To do that, each piece needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this “life-integrated” financial planning, and we are experts in this area. To achieve this for you, we’ll provide:
- Goal Clarification and Assessment
- Coordinated Investment Advice
- Skillful Tax Preparation
- Worry-free Retirement Planning
- Value Based Risk Management
- Lifestyle Spending Review
- Proactive Estate Planning
- Flexible Services That Adapt To Your Ongoing Needs
Contact me today to schedule a no-cost no-obligation initial consultation.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.