As a single woman you may lack confidence or experience to make sound financial decisions.
Perhaps you are newly divorced or widowed and realize that you didn’t participate much in financial decision making when you were married. You are uncertain about your future and have a lot of questions.
- Do I have enough?
- Will my money last?
- How should I invest my life insurance proceeds/divorce settlement?
- How has my tax situation changed?
- Who will do my tax returns?
- How much longer do I have to work?
- How will I pay for college for my children?
- Should I sell my house?
- Should I pay off my mortgage?
- What are my Social Security options?
- Should I change my will?
- Who will handle my affairs if I am unable to do it myself?
Perhaps you have always been single and make a good income. You have a lot of the same questions. As a busy professional you don’t have the time to figure out the answers to all of them. Maybe you’d like to quit your job and start a consulting business but have no idea if you can.
Perhaps you have recently inherited money from a loved one and aren’t sure how to invest it. Or even if you should invest it. Maybe you’d like to give some to charity or help your kids but you’re not sure if you can afford it.
Perhaps you recently retired and live in fear of running out of money and living on the street.
Finding a trusted partner to help you sort out all the questions can be difficult.
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 held to a fiduciary standard, our only compensation is what you pay for our professional advice. Our focus is on what is best for you.
An all-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that others often overlook or ignore.
Access. Life is constantly changing. For one annual fee, you can meet with us or speak to us as 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. Perhaps you’ve made costly mistakes in the past. At BRIO we help you make the right decisions and avoid mistakes.
The highest professional standards. We are committed to our Pledge to Clients – your assurance of receiving the ethical and professional treatment you deserve.