BRIO, LLC
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Financial Planning

Financial Plan Development:
Receive a detailed personal financial plan with easy to understand recommendations and action steps, written and explained to you in plain English. This service includes:
  • A 30 minute initial consultation either in person, over the phone or via Skype.
  • A 90 minute follow-up meeting to deliver the planning recommendations, either in person, via Skype, or JoinMe.
Cost: $2,500 per household; $2,000 per individual

Implementation and Monitoring (Financial Coaching):
Get assistance with implementing the recommendations included in your financial plan, including help with identification and engagement of other professionals necessary to your financial planning team. You'll receive:
  • A 30 minute follow-up call in 30 days, to discuss short-term implementation progress.
  • A 30-60 minute follow-up meeting every month (as requested), to ensure you're on track to meet your goals.
  • Unlimited email support to help address any questions or concerns.
  • A CFP® who you can reach out to as your situation changes.
Cost: $250 per household, per month; $150 per individual, per month
Please note: Coaching services are available to Financial Plan Development clients only.

Financial Planning & Money Management Workshops:
Attend a financial planning or money management workshop as an individual or couple. The workshop includes:
  • A 3-hour financial planning workshop focused on personal financial goal development, and fundamental strategies for budgeting, saving for retirement, and building wealth.
  • The opportunity to submit questions in advance that will be addressed throughout the session.
  • A 30 minute follow-up coaching session over the phone or via Skype.
Cost: $750 per household; $500 per individual

schedule a free consultation
Not sure these services are right for you? Try our Financial Quick Check, or get answers to your FAQs on financial planning.

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