it all starts here

Two services combined for one flat fee.

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Financial Planning

  • Cash Flow and Budgeting
  • Tax Planning
  • Retirement Planning
  • Equity Comp Planning
  • Investment Coordination
  • Estate Planning
  • Life Planning
  • Financial Independence Planning
  • Small Business Planning
  • Insurance Planning
  • Loved Ones Planning

Investment Management

  • Investment and Financial Plan Integration
  • Portfolio Rebalancing
  • Asset Location
  • Asset Allocation
  • Investment Coordination w/ Financial Plan
  • ESG / SRI Investment Options
  • Fee Conscience Investing
  • Tax efficient investment plan

Starting at $3,600 per year

Flat + Transparent

The annual fee is billed quarterly and includes both financial planning and investment management. You can pay by credit card, bank account, or through your investments.

Fee-Only

Branson Financial Planning is a fee-only firm. This means we do not collect commissions, kick-backs, or referral fees. We are strictly paid by our clients. This arrangement better aligns our interests.

No AUM Fees

We do not charge AUM fees for new clients. The flat fee includes asset management.

Book a (Zoom) Call