.png)
Our goal is for you to make an educated and informed decision about working with us (and walk away with concrete steps to improve your financial life!). This short, simple process is designed to help both of us figure out if we can provide significantly more value than the fee we charge.
A quick breakdown of working with Brownlee Wealth Management
During this step, we spend fifteen minutes discussing what you’re looking to accomplish and whether our firm is a good solution for you. You’ll leave this call knowing what the financial planning process looks like, how we operate as an Investment Advisor, and any other questions you may have. If it makes sense for us to continue the conversation, we’ll move to step two.
During this step, we talk about tangible opportunities to optimize your investments, lower your future taxes, and organize your financial life. The goal of this meeting is for both of us to figure out if we can provide significantly more value than the fee we charge. Feel free to bring documents that gives insight into your current financial situation (tax return, statements, balances, Social Security estimate, budget, etc.)
In this step, we provide a one page summary that outlines the areas we’re excited to help you with and a direct price quote. This helps you see how we will advise in the defensive portions of your financial life (mainly estate planning and insurance) and the offensive portions (tax planning and retirement planning). You will also see how we build portfolios and manage your investments.
Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX. We exist to bring clarity to your financial life because when you simplify your investments and lower your taxes, your family’s wealth grows.
There shouldn't be any confusion about how much you're paying your financial advisor, and more about our fees can be found here
~95% of our clients are working at (or retiring from) a major oil & gas company in the United States
In short, we put your best interests above all else (it sounds like it should be standard, but unfortunately it's not)
We do more than manage investments. We're financial partners that help you successfully retire & live your best life.