KEEPING YOU ON THE RIGHT TRACK

Welcome to Brooks Financial Planning, a fee only, comprehensive planning service, with no minimum asset requirements.

Often folks ask exactly what is financial planning and what is involved. We have designed our website and our services to answer your questions. Typically people are looking for the following kinds of answers.

Where am I in relation to my plans, dreams, hopes, goals, objectives? It can be difficult to keep track of retirement plans (his and hers), savings and checking accounts, and items such as bill payments and other commitments. Putting it all together in one place can answer the question “Where am I in relation to my dream, hope, hope, goals objectives?”

Want a “big picture” plan with specific ( dollar and timeline) recommendations for reaching your goals? Whether you are just starting out or well on the road to your future, this can help fine-tune your game plan and be sure you are on target. Check out the Wise Wealth page to see if this is for you.

Often a client requests help with just one piece of the puzzle. Check out the listing of specific areas of concern and see if one of these is the missing piece of your planning puzzle.

Take a look around the website and explore our offerings, then schedule a conversation with Mary.

Let's Get Acquainted a 15 minute Call

Mary would be delighted to have a 15-minute phone call with you to discuss your financial planning questions and concerns.

Just click on the following link: Schedule a Let's Get Acquainted Phone Call.

 

FOX BUSINESS ARTICLE

This recent Fox Business article encourages us not to compare our 401K balances with our friends and relatives and explains why. You can read the entire article here:

Is Your 401(k) Keeping Up with the Joneses'?

US NEWS & WORLD REPORT ARTICLE

In a recent US News & World Report article, Mary Brooks talks about the need to take time to celebrate savings milestones while on your way to becoming a millionaire. You can read the entire article here:
 
How to Retire with $1 Million

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