Your Free Financial Assessment
Step #1: Introductory Call
Step #2: Discovery Meeting
Step #3: Consider Briarwood
The Briarwood New Client Process
A Three Step process that is designed to determine if an advisor-client relationship with you is in our mutual best interest.
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Before committing your time or ours, this 30-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Podiatrist if you needed heart surgery.
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The goal of this meeting is to get perfectly clear on your goals, concerns, and unique financial situation.
Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in strategies our firm will use to improve your financial situation.
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Prior to deciding whether we should work together, you will want to answer the following questions:
Do I like/trust/respect the team at Briarwood?
Will the benefits they provide exceed their cost?
Do I understand and agree with their investment philosophy?
Do their recommendations make sense to me?
Step #1: Schedule Your Introductory Meeting
This is NOT a sales call. The purpose of this meeting is to answer your questions + determine if our expertise and service model matches your needs.
At the end of the meeting, you will be able to answer this question: "Does it make sense for Briarwood to build a custom financial plan for me?"
Frequently Asked Questions (FAQ)
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Yes! While many of our clients are in Western Washington, we work with people all over the United States.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
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Briarwood has 3 main service tiers which can be found on the Pricing page.
Each service tier has its own upfront (one-time) fee as well as an ongoing fee (usually a monthly retainer or AUM fee).
The minimum upfront fee is $500 while the minimum ongoing fee is $2,400 per year.
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Briarwood is a community and we believe that we do our best work when we engage with our clients for the long term. Therefore, our project-based plans are extremely limited and only offered on a case-by-case basis.
We are not currently equipped to offer hourly planning services. If you need help locating an hourly financial planner, send us an email and we will do our best to get you in the right hands.
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There are three really important things about our firm that separate us from others:
1. All we do is provide comprehensive financial and investment advisory services. We DO NOT sell insurance of any kind, nor engage in any other type of sales-related activity.
2. We limit the number of new clients we take on. Our top priority is to deliver unparalleled value to our clients and provide highly personalized service.
3. We begin every new relationship with a comprehensive financial plan. This plan acts as a roadmap for your financial journey ahead.
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No.
However, investment management is a service that is included in all service tier levels. The ongoing annual fee for services starts at $2,400 and is based on complexity.
