Working with Brownlee Wealth Management starts with a simple 3-step process. The discovery meeting is the second step. Our goal is for you to make an educated and informed decision about working with us (or any advisor for that matter). Whether we decide to work together in a formal advisory relationship or not, we’re confident that you’ll walk away with concrete steps to improve your financial life.
Get to know one another and see how we might be helpful.
Learn everything about you, your situation and your goals.
Present opportunities to optimize your tax, investment, and estate plan.
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 take a 30,000-foot view of the financial planning process and your situation. We talk about the problems you’re looking to solve and how we can go about better understanding them. We’ll start to get a broad understanding of the areas in your financial plan that we can potentially shore up, as well as opportunities to maximize.
Feel free to bring anything that gives insight into your current financial situation (statements, balances, Social Security estimate, budget, etc.). Don’t take more than 5-10 minutes gathering those items, though-we won’t be diving into the weeds just yet.
Note: The discovery meeting can be in-person (Woodlands or Houston locations) or virtual.
In this meeting, we take a 10,000-foot view of your situation. The goal is to give you a clear picture into what working with BWM looks like. We’ll walk through a one-page financial plan and how we would advise in the defensive portions of your financial life (mainly estate planning and insurance) and the offensive portions (tax planning and retirement/college planning). You’ll also see how we build portfolios and leave with a transparent price quote.
Brownlee Wealth Management offers both financial planning and asset management in the form of a flat annual retainer. This retainer is billed quarterly and in arrears. Read more about how retainers work in your favor compared to traditional fees. See the chart below for exact fee estimates.
Wall Street has made investing confusing. They’ve cluttered your finances. And they’ve done this while racking up a larger tax bill for you.
Not only this, Wall Street has actually lobbied Washington for years so they can continue in this way! Have you wondered why you have the particular funds or stocks you have? Do you have a strategy around your employer stock? How about your estate plan? Does your family need more insurance but worry that an insurance salesman is going to sell you what’s best for him and not you? Have you estimated what you’re going to pay in taxes over the next decade…and created a plan to dramatically lower that number?
And why haven’t all of these issues been organized to work in-sync together?
Brownlee Wealth Management exists to change this.
Ready to work with us? Book your complimentary 15 minuted introductory phone call.