What we do
Here at Brigham Wealth Management we follow a four stage planning process to help clients identify where they are now, where they want to be and then help them to take control of their finances and live the life they want.
Consult
Most people acquire various investments and policies throughout their life without ever looking at what they will achieve collectively. This can lead to confusion and frustration. Through a series of consultation meetings, we aim to identify your long term goals and provide CLARITY on how you can achieve them.
Plan
After detailed analysis or your income, expenditure, assets and liabilities, we will create a financial plan evidencing how different decisions can impact on the achievement of your goals and give you the CONFIDENCE to move forward.
Implement
Having assessed your risk tolerance through an academically proven process, we will identify the most appropriate products, fund solutions and tax wrappers to meet your short, medium and long term objectives. We will help you to understand how our recommendations affect you and implement them on your behalf. You will be kept informed of progress at all stages and have the RELIEF that everything is in good hands.
Support
Every day, we monitor and administer your investment funds. We provide unlimited meeting, phone and email support on asset management and financial planning matters. At least once per year, we meet with you to review your financial objectives, your lifetime cash flow forecast, your investment plan strategy, and your portfolio performance against the chosen benchmarks. We update your financial plan, and rebalance as necessary to give you the FREEDOM TO LIVE YOUR LIFE.