Our Approach to Financial Planning

We believe that financial advice should be clear, objective, and delivered in a fiduciary manner. Advice should come with the client’s goals and interests put first and foremost and shouldn’t be jeopardized by products or conflicts of interests. By removing the typical barriers large firms put up, advice can be stripped down to its core: to help achieve the financial goals clients strive to accomplish.

Differentiators From Traditional Planners

Fiduciary

A fiduciary is a professional required to operate in a client’s best interest at all times. Fiduciaries must disclose conflicts of interest or any potential conflicts of interest before working with their clients.

Fee-Only

No commissions or kick backs! Branson Financial Planning is strictly fee-only. We are only paid through the fees of our clients. We are not incentivized to sell or push any products.

Virtual

Your location should not determine who you can work with. Relax in the comfort of your own home and experience a collaborative virtual relationship with us.

No Minimums

Zero dollars or a billion dollars. Branson Financial Planning does not have asset minimums and strongly believes everyone should have access to a financial planner regardless of asset size.

Stock Compensation

Tap into our deep knowledge base of all items stock compensation related: RSUs, NQSOs, ISOs, ESPPs, Deferred Compensation Plans, SARs, Restricted Stock

Personal Touch

Our solutions are personalized to fit each households specific goals, challenges, and objectives.

Contact Us

415-738-8634

California and Maine

By Appointment Only

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