Are You the Right Client?

“It’s not how much you make; it’s how much you save and spend.”
–Mary Brooks

You are the right client for Brooks Financial Planning if:

• You are an individual or couple who wants to be informed about how to use your money and how to make it work for you;
• You are at a stage in life where you are either seriously planning for retirement, semi-retired and looking for a new career, or completely retired;
• You have a background in the private sector, the non-profit sector or the military;
• You have had a dramatic change in your lifestyle, e.g., a life-altering change in lifestyle such as loss of a spouse through death or divorce, loss of a job, receipt of an inheritance.
• You have a healthy, positive attitude toward your finances, and you are receptive to our no-nonsense, down-to-earth approach to communicating with you about your finances.

Most importantly, you are willing to invest the time, energy, money and patience necessary to put the pieces together to create a financial plan that will enable you to reach your short- and long-term goals.

If you fit any of the criteria for a Brooks Financial Planning client, we invite you to learn more about the services we offer and then schedule an appointment.