How it works
Selecting a partner for your finances is a deeply personal and significant decision. That’s why we’ve created a process that allows you to experience working with us and gain a clearer understanding of how we can assist you before making any commitment. This process comes with no cost or obligation.
Schedule a 15 minute call
During a brief call, we’re excited to learn more about your family and situation, and to explain how our services work and the ways we can assist you.
Connection Meeting
In this meeting, we’ll address any questions you have about working with us. Together, we’ll identify your goals, priorities, and concerns. We’ll also take a broad look at your current financial situation to understand where you stand today.
Analysis Review
We’ll perform a detailed analysis of your finances and provide tailored recommendations to enhance your financial position and help you achieve your goals.
The Plan
In this meeting, we’ll present our initial recommendations in a clear and straightforward manner. We’ll explain how these suggestions can help bridge the gap between your current situation and your goals. Often, these are small adjustments that, over time, can make a significant impact. By the end of the meeting, you’ll have a clear understanding of the value Brady Wealth Management can bring to your unique financial situation, empowering you to make an informed decision about moving forward with our guidance.
Take Your Time
At this stage, we encourage you to take all the time you need to decide whether you’d like to proceed with our process. We recommend reflecting on whether you trust, like, and respect our guidance, evaluating how effectively we communicate our recommendations, and considering if the value we offer far exceeds the cost of our partnership.
Partnership Meeting
You’ve decided to become a member of the Brady Wealth Management family. In this meeting, we'll complete the necessary paperwork to make our partnership official.