Our Process
The Briarwood Process
Your pursuit of generational wealth begins with a framework for success. No matter your definition of generational wealth, we will be there every step of the way. Our financial planning process helps us to understand you - your passions, goals needs, and wants. From there, we develop a personalized financial plan that adapts and changes as you progress through life.
ONBOARDING
Introduction
Impactful things are in motion from the moment you schedule your consultation. We’ll match you with an advisor who has one purpose: to help you find your freedom.
ONBOARDING
Discovery & Visioning
Your advisor will take the time to get to know you and your unique situation. You won’t be working with someone who only sees you as a number – your advisor will understand what makes you tick and what freedom looks like for you.
ONBOARDING
Document Deep Dive
A comprehensive look at your life and finances will help reveal where your priorities are and what changes can be made to get you closer to your version of freedom.
ONBOARDING
Personalized Proposal
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.
ONBOARDING
Plan Implementation
The process doesn’t end with the creation of your personalized plan. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear and unobstructed.
ONGOING CARE
Regular Review Meetings
Early retirement? European vacation? No matter what your idea of financial freedom is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.
Request an Appointment
In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.
360-443-9993