Holistic Financial PlanningAt Brancov Financial Services, we take a personal approach to financial planning. We get to know you, and build a tailored plan that fits your life goals. We meet once a year to review your plan and ensure that you're on track. As licensed fiduciaries, you can trust that we always have your best interest at heart.
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To get started:
After our initial call, we start our 4 step process:
Step 1: Fact Finding
In our first meeting, we get to know you. We'll meet virtually to learn about you and your family's goals, and gain a deep understanding of your net worth, cash flow, and taxes.
- Personal Goal Assessment
- Risk Tolerance Assessment
- Current Portfolio Assessment
- 401K, IRA, Life Insurance, Trusts, Annuities, etc
Step 2: Analysis
After our initial meeting, we go back to the office and take time to review your information. We'll carefully put together a customized financial plan and portfolio that will put you on track to achieving your financial goals.
Step 3: Presentation and Execution
In our follow-up meeting, we present your customized financial plan thoroughly. We answer any questions, and begin to implement your plan. You’ll rest easy knowing you have a financial plan in place, and that we are here for you every step of the way.
Step 4: Continuing Service and Support
After your financial plan has been implemented, we will act as your household CFO, providing active management and ongoing advice. We'll typically meet once a year to review your plan and make sure you're on track. We make adjustments based on changes in your life as well as the bigger financial world. Think of this as your financial "check-up." We're also available to you directly for any questions or concerns you may have along the way. We are here for you.