Get To Know You Meeting

Welcome and thank you for taking the time to learn more about us before we connect in our first introduction meeting! A quick reminder of a few key elements with how Branson Financial Planning operates:

  1. Fees: I am compensated through a combination of asset based fees, ongoing monthly subscription based fees, or one-time project based fees. The fee itself is based on complexity. What items constitute complexity? Some examples are enhanced employee benefits packages (stock option analysis and strategy, pension, deferred compensation, etc), investment real estate, and small business guidance; just to name a few. Our ongoing fees begin at $200 per month and our project based fees begin at $400 per project.
  2. Virtual: I am a primarily virtual based firm. I never want anyone to feel their geographic location inhibits them from working with me. We will have a successful relationship as long as you have an internet connection and laptop/computer.
  3. Client Engagement Standards: Please read or skim through the attached client engagement standards. This will help more understand how successful relationships are structured while working together.

When you’re ready, please click below to find my calendar. Thanks and I look forward to connecting!