No Investment Required
Financial planning without compromise for self-directed investors, business owners seeking liquidity and sandwichers just starting out.
$200 to $300
+ $1,000 upfront financial planning fee.
See examples of pricing.
Your personal CFP® relationship with Glenn Brown will work through all aspects of your financial life.
Build a strong financial foundation
Ongoing guidance & implementation
Strategies for budget, cash flow & debt
Portfolio review & risk analysis
Fee analysis of investments
Retirement income & distribution
College savings & aid strategies
Optimize employer benefits
Health care coverage & savings
Tax planning & reduction strategies
Insurance review & gap analysis
Estate planning & titling analysis
Personal financial planning portal
In-person or virtual meetings
Aggregator of all financial accounts
Your big picture view in real-time
Vault for financial & legal documents
Secured by industry leader eMoney
Enjoy a personal CFP® relationship
Gain clarity, education and confidence
Be proactive to change & opportunities
Have an accountability partner
Evolve your financial independence