If you're hoping to do some serious work on your financial picture, you may want to start by evaluating your financial advisor. Take the time to find out what you're paying to keep your money 'working for you'. (If you've ever wondered about the difference between a fee-only, fee-based, or commission-based financial planner, you can get a nice breakdown here from David John Marotta at Forbes. Or, read the latest Financial Freedom Playbook from Tony Robbins to find out what your average financial advisor doesn't want you to know.)
Brio is a financial planning and small business strategies firm operating on a fee-for-service basis. That means we don't lock you into unnecessary contracts, or earn commissions for selling you investment or insurance products you don't need. Instead, we'll work with your budget, and develop shared expectations to ensure that our services fit your needs--before you hire us. Find out how Brio can help you.