[vc_row css=”.vc_custom_1544084181923{padding-top: 80px !important;}” el_id=”about”][vc_column][ultimate_heading main_heading=”BRIANNE SOSCIA” spacer=”line_only” spacer_position=”bottom” line_height=”2″ line_color=”#047c5e” line_width=”120″ main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:42px;mobile_landscape:34px;” main_heading_line_height=”desktop:52px;mobile_landscape:44px;” spacer_margin=”margin-bottom:50px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][vc_row_inner content_placement=”middle” gap=”20″ css=”.vc_custom_1545618457287{padding-bottom: 20px !important;}”][vc_column_inner css=”.vc_custom_1509566445127{padding-bottom: 50px !important;}” offset=”vc_col-lg-6 vc_col-md-6″][ultimate_heading main_heading=”CERTIFIED FINANCIAL PLANNER™” alignment=”left” main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:26px;” main_heading_line_height=”desktop:36px;” sub_heading_line_height=”desktop:26px;” main_heading_margin=”margin-bottom:20px;” sub_heading_margin=”margin-bottom:20px;”]Brianne specializes in working with individuals, families, and business owners in the areas of retirement planning, investment management, and college savings.

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.[/ultimate_heading]Read Full Bio[/vc_column_inner][vc_column_inner css=”.vc_custom_1509566455479{padding-bottom: 50px !important;}” offset=”vc_col-lg-6 vc_col-md-6″][vc_single_image image=”862″ img_size=”full”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” css=”.vc_custom_1509462149155{background-color: #f7f7f7 !important;}” el_id=”benefits”][vc_column css=”.vc_custom_1544086774496{padding-top: 150px !important;padding-bottom: 150px !important;background-image: url(https://financial-yogi.com/wp-content/uploads/2018/12/Financial_Yogi_Brianne3.jpg?id=800) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” offset=”vc_col-lg-6 vc_col-md-6″][/vc_column][vc_column css=”.vc_custom_1509350239419{padding-top: 80px !important;padding-bottom: 60px !important;}” offset=”vc_col-lg-6 vc_col-md-6″][vc_row_inner][vc_column_inner width=”5/6″ offset=”vc_col-lg-offset-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10 vc_col-sm-offset-1″ css=”.vc_custom_1509347144158{padding-right: 20px !important;padding-left: 20px !important;}”][ultimate_spacer height=”75″ height_on_tabs=”50″ height_on_tabs_portrait=”40″ height_on_mob_landscape=”35″ height_on_mob=”30″][ultimate_heading main_heading=”WHAT TO EXPECT” spacer=”line_only” spacer_position=”bottom” line_height=”2″ line_color=”#047c5e” line_width=”120″ main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:42px;mobile_landscape:34px;” main_heading_line_height=”desktop:52px;mobile_landscape:44px;” spacer_margin=”margin-bottom:50px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][vc_column_text css=”.vc_custom_1545620215286{padding-bottom: 35px !important;}”]

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.

[/vc_column_text][bsf-info-box icon=”icomoon-font-awesome-14×14-child” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Individual Approach” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1545620664356{margin-bottom: 20px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]Financial Planning should be client centered, and focused on each individual’s needs and goals.[/bsf-info-box][bsf-info-box icon=”icomoon-font-awesome-14×14-cogs gears” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Custom Plan” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1547239793442{margin-bottom: 20px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]Clients will be able to gain a deeper understanding of their current financial status, set and analyze goals, develop a plan that is designed towards meeting these goals, and easily follow the plan so that goals can be pursued.[/bsf-info-box][bsf-info-box icon=”icomoon-font-awesome-14×14-cubes” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Respect” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1545620697133{margin-bottom: 20px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]The financial planning process involves establishing a working, trusting, and respectful relationship between the client and planner.[/bsf-info-box][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row bg_type=”bg_color” bg_override=”ex-full” preset=”preset_0″ content_preset=”_preset_0″ css=”.vc_custom_1553841583050{padding-top: 60px !important;padding-bottom: 80px !important;}” bg_color_value=”#047c5e”][vc_column width=”1/4″ offset=”vc_col-lg-offset-1 vc_col-lg-10 vc_col-md-offset-1 vc_col-md-10 vc_col-sm-offset-0″][vc_row_inner content_placement=”middle”][vc_column_inner width=”1/2″][ultimate_heading main_heading=”GET A FREE CASH FLOW WORKSHEET” heading_tag=”h3″ main_heading_color=”#ffffff” sub_heading_color=”#ffffff” alignment=”left” main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:32px;mobile_landscape:24px;mobile:20px;” main_heading_line_height=”desktop:42px;mobile_landscape:34px;mobile:30px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][ultimate_spacer height=”25″ height_on_tabs=”25″ height_on_tabs_portrait=”20″ height_on_mob_landscape=”15″ height_on_mob=”15″][vc_column_text]

Subscribe to our monthly newsletter, filled with financial tips and relevant information, and we will email you a FREE CASH FLOW WORKSHEET so that you can visually see where your money is going!

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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.

[/ultimate_heading][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1509379449836{padding-bottom: 50px !important;}”][ultimate_heading main_heading=”Implementation” main_heading_color=”#ffffff” sub_heading_color=”#ffffff” alignment=”left” main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:26px;” main_heading_line_height=”desktop:36px;” sub_heading_font_size=”desktop:16px;” sub_heading_line_height=”desktop:28px;” main_heading_margin=”margin-bottom:16px;”]

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.

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By Appointment” heading_tag=”h6″ pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1546913265654{margin-bottom: 20px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”][/bsf-info-box][/vc_column_inner][/vc_row_inner][/vc_column][vc_column css=”.vc_custom_1545622828305{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” offset=”vc_col-lg-6 vc_col-md-6 vc_hidden-sm vc_hidden-xs”][vc_raw_html]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[/vc_raw_html][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” content_placement=”middle” css=”.vc_custom_1545623709900{background-color: #f7f7f7 !important;}”][vc_column css=”.vc_custom_1546471514613{padding-top: 150px !important;padding-bottom: 150px !important;background-image: url(https://financial-yogi.com/wp-content/uploads/2019/01/Financial_Yogi_Brianne_Financial_Planner3.jpg?id=878) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” offset=”vc_col-lg-6 vc_col-md-6″][ultimate_spacer height=”400″ height_on_tabs=”400″ height_on_tabs_portrait=”400″ height_on_mob_landscape=”300″ height_on_mob=”300″][/vc_column][vc_column css=”.vc_custom_1509870221786{padding-top: 80px !important;padding-bottom: 80px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” offset=”vc_col-lg-6 vc_col-md-6″][vc_row_inner][vc_column_inner width=”5/6″ offset=”vc_col-lg-offset-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10 vc_col-sm-offset-1″ css=”.vc_custom_1509347144158{padding-right: 20px !important;padding-left: 20px !important;}”][ultimate_spacer height=”75″ height_on_tabs=”50″ height_on_tabs_portrait=”40″ height_on_mob_landscape=”35″ height_on_mob=”30″][ultimate_heading main_heading=”SEND A MESSAGE” spacer=”line_only” spacer_position=”bottom” line_height=”2″ line_color=”#047c5e” line_width=”120″ main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:42px;mobile_landscape:34px;” main_heading_line_height=”desktop:52px;mobile_landscape:44px;” spacer_margin=”margin-bottom:30px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][vc_column_text css=”.vc_custom_1545623651778{padding-bottom: 30px !important;}”]

Have questions or wondering how we can work together? Send me a message and I will be in contact with you soon.

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