Financial Planning Philosophy

“It isn’t rocket science, but it does require discipline and commitment.”
–Mary Brooks

Brooks Financial Planning offers independent, unbiased advice that addresses your particular questions and concerns. You will discover that you have “somewhere to go” when you have financial questions. And most importantly, your confidence in your ability to achieve your personal financial goals will increase.

We offer a comprehensive array of financial planning services, but we believe that current traditional financial planning models are disconnected to today’s rapidly shifting economic climate. In response to those shifting needs, we have developed the Right Track Review©, an innovative model that addresses and responds to immediate areas of financial concern.

Our approach is conservative, with scheduled reviews and plan updates to be certain that your financial plan is on track.

We take our fiduciary responsibilities seriously. With us you will find:

• No commissions
• No sales pressure
• No third-party sales incentives
• No conflicts of interest regarding compensation
• No net worth or account minimums to meet
• No long-term contracts
• No assets-under-management required