WE Can help you answer questions like:

Why am I spending more then I am making? Do I have a budget that holds me accountable and that honors my goals?

Is my portfolio properly allocated? Am I paying too much in fees for the mutual funds I own? What's the right investment strategy for me?

Where should I be saving my money? Do I have enough put away if I should lose my job or an emergency arises?

What health insurance plan should I choose? Am I utilizing my employee benefits to the full extent?

Can I refinance my student loans for a better rate? Should I invest or pay off my loans? Do I have a plan for paying off my debts

Do I need life insurance and how much of it makes sense for me and my family? Is now the time to start drafting estate planning documents?

I am looking to buy a house, am I buying too much home? What questions should I be asking during the purchasing process?


WHAT ONGOING, FINANCIAL PLANNING WILL DO:

  • The financial planning service will aide you in organizing, and setting goals for your financial future
  • A customized financial plan including suggested action items ranging from investments, retirement, tax efficiency and other wealth related subjects. 
  • One Brick operates on a retainer model. This means we monitor your finances annually through a tailored maintenance plan. Annual checkups on your 401k, insurance coverages, and financial plan are just a few common topics.
  • The goal for every client is to be the best accountability partner for your financial goals. 

 

Visit our pricing page to learn more about a plan that fits your current financial situation.