Michelle Morris (CFP®, EA)

Michelle Morris specializes in
the following areas of expertise:

  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I am a fee only financial planner.  I specialize in helping single women make sense of their money and their taxes.

 

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.

All-inclusive approach. We focus on your goals and work with all areas of your financial life—tax planning and preparation, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. We work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.

Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?

The highest professional standards. We are committed to providing you the ethical and professional treatment you deserve.

Additional Information

In all our dealings with our clients, we pledge to be:

Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and
aspirations when making recommendations.

Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.

Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.

Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.

 

Committed to your success. Holistic financial planning is a process, not an event, and we commit to adjusting your plan as your life goals change.

 

 

To learn more about Michelle and BRIO Financial Planning visit our website at www.briofp.com or contact me today to schedule a no-cost no-obligation initial consultation.

NAPFA Start Date

April 21, 2009

Industry Start Date

January 01, 2008

This Office

1073 Hancock St Ste 101 Quincy, MA 02169-2110 Phone: (617) 934-0419 Fax: (617) 934-1933