Take Control of your financial life
True wealth is about more than just money. It’s about having the freedom to live your life on your own terms. Let’s work together to put a plan in place to give you the freedom you deserve.
The Branson Financial Planning Difference...
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
Our pricing is simple and transparent. We believe a flat fee eliminates many conflicts of interest and allows us to better serve clients. See our Services and Pricing page for more details.
We march to the beat of our own drum. Meaning, we don’t have a parent company to answer to. This allows us to stay nimble and quickly pivot to the changing needs of our clients. We are also a small business; the backbone of this country.
Enjoy working with us from the comfort of your own home. We hold all meetings virtually over Zoom. We will have a successful relationship as long as you have internet and the ability to communicate over Zoom, email, and phone calls.