Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through WCG Wealth Advisers and LPL Financial, as well as her life and health insurance licenses.
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.
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Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.
Recommendations will be developed and presented to the client, so that they can easily be implemented. Performance and progress of the plan will be monitored on an ongoing basis, and the client will be provided with continuous support.
Credit Cards: Which Card is Right for You? Credit Cards: Which Card is Right for You? September 5, 2023 Credit cards are kind of like chainsaws. When used properly they can be extremely helpful tools, but if they are used improperly, they have the ability create a horrendous amount of damage. Considering this, it’s important
Securing Your Future: 3 Retirement Savings Options for New Businesses Securing Your Future: 3 Retirement Savings Options for New Businesses August 1, 2023 As a business owner, having the freedom to call the shots and chart your own path is exciting. However, there are less glamorous aspects of running a business that often slip under
Having Kids? Financial Items to Consider Having Kids? Financial Items to Consider July1, 2023 You found the spouse of your dreams and got married. So now what?! For some, the next step is to have kids. While having children can be the greatest gift ever received, it is important to remember that they are expensive
5 Considerations When Renting Your Home 5 Considerations When Renting Your Home June 1, 2023 Generating rental income can be an excellent way to earn passive income, while offsetting some of your expenses! Here are a few key considerations to keep in mind when renting your house: Research the Market Research rental rates for similar
FIRST TIME HOMEBUYER – Things to Consider Before Taking that Leap FIRST TIME HOMEBUYER – Things to Consider Before Taking that Leap May 1, 2023 Life is full of many exciting firsts. Your first steps, your first car, your first love, your first job, and now your first home! You’ve made it to what most
The Various Ways to Hold Title of Assets The Various Ways to Hold Title of Assets April 1, 2023 Have you ever purchased your first home or opened a taxable account and got hit with the question “how would you like to hold title to this”? Most people just look confused like a deer in
Budgeting: The Nose Game Budgeting: The Nose Game March 6, 2023 A budget is a tool for allocating your income; budgeting can be helpful in meeting short and long-term goals Get started by determining after-tax income and how income can be allocated Track spending and savings on an ongoing basis to determine if you are
Secure Act 2.0 – Key Provisions and Dates As part of the Consolidated Appropriations Act of 2023, the SECURE 2.0 Act of 2022 (Secure 2.0) was enacted on December 29, 2022. Secure 2.0 continues to modify and expand upon provisions included in the original Secure Act of 2019. While there was a plethora of changes
Top Tax Planning Considerations for 2022 With another year end on the horizon, there are still a few more critical months to make some money moves and consider integrating tax planning into your overall financial strategy! Keep in mind that your overall goals and objectives should drive your financial plan first and foremost, with income
Health Savings Accounts: A Break in the Matrix Summary: A Health savings account (HSA) is available if enrolled in a high deductible health care plan (HDHP); HSA’s are portable HSA contributions are income tax deductible and grow tax free if used for qualified medical expenses (some limited exceptions apply) There are penalties for nonqualified HSA
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