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. Ongoing Only: I only work with individuals and families on an ongoing basis. Why? I have the most success with clients when we assist them in the implementation process. I am a strong believer that a certain amount of accountability is crucial to financial success. If you’re interested in hourly or project based work, please let me know and I can refer you to the correct firms that work in this capacity.
  2. Fees: I am compensated through assets based fees and/or ongoing monthly subscription 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, small business guidance, and held away investment analysis and strategy; just to name a few.
  3. Virtual: I am a primarily virtual based firm. Meaning that there is a good chance we will never see each other in person. 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.
  4. Quick Assessment: Please complete the below financial assessment. I promise you it’s super easy (and even fun!). It should take no more than 3 minutes to complete.

Once you complete the assessment, please click below to find my calendar. Thanks and I look forward to connecting!