Welcome to Brooks Financial Planning

Brooks Financial Planning is a fee-only financial planning and Registered Investment Advisory firm headquartered in Colorado Springs, Colorado. Clients have  the flexibility to engage on either a one-time as-needed basis, or on an ongoing basis.  BFP works with individuals and families, offering comprehensive life planning and also limited-scope engagements that focus on specific issues of immediate concern.

Real-Time Right Track Review^©

This is a two-hour meeting focused on 2 or 3 issues of immediate concern to you, such as:

• Do I need long-term care insurance?
• Should I take a lump sum distribution or an IRA rollover?
• When should I start drawing Social Security?
• How can I have access to my retirement money without a penalty?
• I received a large cash distribution and have questions about what to do with it.
  

Click HERE to learn more about the Right Track Review.

Wise Wealth Planning^©

This is a comprehensive goals-focused financial planning process emphasizing the richness of life. This process is goal-oriented, rather than money-centric, and focuses on translating material success into true success based on enhanced quality of lifestyle.

For more information about this comprehensive life-planning process, click HERE.