Unearthing Your Financial Opportunities.  

 

One Brick Planning's mission is to provide affordable planning, investment & consultative services to help professionals & entrepreneurs invest & plan for their futures.

 

 

Financial Planning

This is our primary service offering and builds the foundation for our clients success. 

 

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Pricing

Investment Management

Investment strategies that meet your objectives with portfolios focused on allocation, performance and costs.

 

 

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Pricing

Student Loan Advising

Student loan planning can't be emphasized enough for recent graduates, aspiring doctors and attorneys. Don't go it alone! We are here to help. 

 

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Pricing

 

 

Pricing & Services

For as low as the price of your monthly utilities you can better your financial future. For more information on pricing plans and a description of our services please follow the links below. 

Learn More About Our Services

Learn More About Our Pricing Packages

                                                     

MY Writing

The Money Nudge is my blog which shares my strategies & stories on personal finance and wealth building principles. The musings are intended to facilitate discussion on popular financial topics while at the same time cutting through the noise and misconceptions that are found in the industry.  

The Money Nudge Blog →

NOTE: Examples are fictitious and are merely representations of the types of clients we could work with. 

WHITE GLOVE SERVICE : One Brick Planning & Consulting is committed to making unique client connections. Whether on boarding or helping existing clients, we are asking the questions to help uncover your next financial opportunity. 

REASONABLE & TRANSPARENT PRICING : Unlike our peers we do not require an asset minimum to become a client. You pay for planning related services through an affordable monthly retainer, just as you would pay for your gym membership and utilities. 

DIGITAL SOLUTIONS :  We offer paperless agreement and investment account openings. Meetings can be coordinated via e-scheduling and communication via video conferencing.

COMMITTED TO GEN X/Y :  Our firm was founded on helping those in their 20's and 30's plan for their financial futures. Largely ignored by financial professionals, we feel the seeds of financial success are planted early, not later in one's life.

WHEN YOU NEED IT :  We understand that you are pressed for time as you build your careers and spend time with your family and friends. One Brick makes it easy to schedule planning sessions that fit your schedule.

RISK ASSESSMENT :  Planning doesn't just encompass investments & personal finance topics. Making sure your are properly protected is one of the most important parts of our process. We got your back!

 


ATTRIBUTIONS

1) Photo credit: Walt Stoneburner via Foter.com / CCBY

2) Image courtesy of photostock at FreeDigitalPhotos.net

3) Photo credit: StockMonkeys.com via Foter.com / 

4) Icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY

5) Icons made by Madebyoliver from www.flaticon.com is licensed by

6) Icons made by Madebyoliver from www.flaticon.com is licensed by CC 3.0 BY

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We would love to hear what's on your mind. The first consultation is free in order for us to get to know you better! What do you got to lose?

If you feel more comfortable sending an email, feel free to fill out the form to the right with some of your questions. We promise we will get right back to you! 

You can also call Aaron Connell directly at 734-417-0364.