How We Work

We're a financial planning and business development firm operating on a fee-for-service basis. That means we don't lock you into unnecessary contracts, or earn commissions for selling you gimmicks, investments, 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. 

At Brio, our goal is to help you reach yours. That's why our service starts with getting to know you and/or your business. We follow a proven process to assist in meeting your established goals on your terms. And we offer tools, information and other resources to support you along the way.
(c) 2018, BRIO CONSULTING, LLC
P.O. BOX 300982, AUSTIN, TX 78703-0017