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.
This eBook provides useful information about things like creating a financial plan, where to save your money, and how to get your money to work for you. Download it using the link below and let me know what you think about it!
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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.
THE INSURANCE SERIES | PART 3 DISABILITY INSURANCE Today, let’s talk about disability insurance. I find that this is a common missing piece to many of my clients’ financial puzzles. If someone is dependent on your income, or you are dependent on theirs, and there aren’t enough assets to cover everyday costs should a
HAPPY FINANCES = HAPPY MARRIAGE It’s supposed to be the happiest time of your life! You just got engaged and are now planning your dream wedding. No one wants to come off that high to have that awkward talk about their finances. BUT YOU NEED TO!! Did you know that one of the biggest reasons
THE INSURANCE SERIES | PART 2 LIFE INSURANCE Today, I want to talk to you about Life Insurance. Life insurance has multiple uses, including charitable giving, covering your heirs estate taxes upon your death if you have significant assets, and even building cash value for the purposes of saving for college and retirement. But for
THE INSURANCE SERIES | PART 1 IN A NETSHELL Today is the first video in a four-part series about insurance. I know that it’s not everyone’s favorite subject because a lot of us dread spending money on something we may never use, but insurance is a necessary part of having a comprehensive financial plan.
MID YEAR MONEY TIPS Mid-year, is a great time to do a financial check in with yourself, to see where you currently stand with your finances, how much progress you have made since the beginning of the year, and how far you have to go to reach your annual financial goals by the end of
THE AWESOME POWER OF COMPOUND INTEREST Summary: Compound interest is interest earned on interest Compound interest may play an important role in meeting long term goals Time is an important component when thinking about compound interest The rule of 72 is a shortcut in calculating how long it takes for an investment to double in
NATIONAL 529 COLLEGE SAVINGS PLAN DAY Today, I’ll be discussing the details of a 529 College Savings Plan…what they are, and how they work. It’s no secret that college is expensive. With student loan debt exceeding $1.5 trillion and the university price tag rising 8 times as fast as wages are, there’s a lot to
YOU HAVE MONEY, NOW WHAT? INHERITANCE Today, I’d like to discuss a topic that I have helped many of my clients with: what to do if you receive an inheritance. Generally, I advise my clients not to include POSSIBLE inheritances as part of their overall financial plan, because you just never know what may happen,
BACKDOOR ROTH: NOT SO “HUSH-HUSH“ Summary: If modified adjusted gross income (MAGI) is too high to make direct Roth IRA contributions, backdoor Roth contributions can be made Pro-rata taxation of pre-tax IRA assets applies when implementing backdoor Roth Backdoor Roth contributions may be optimal once other retirement savings options (i.e. 401k’s and/or HSA’s) have been
DIVORCE Today, I’m talking about a topic that can be one of the most difficult times in your financial life: going through a divorce. Not only is divorce an extremely emotionally stressful time, it is often a huge financial stressor as well. You will be forced to make decisions that are likely to impact
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