Let’s Get to Work

Discovery Call

Schedule a short introductory call to assess your goals.

Needs Analysis

A follow up call will be scheduled to discuss and analyze your financial needs.

Plan Review

Once your plan is completed, we will review it together to get you started on the right track.

Thanks for scheduling an appointment with me! I look forward to seeing if there is synergy in the potential of a future relationship! I look forward to assisting you in your goals and financial aspirations!

-BRANDI BRIDGETT

Discovery Call

15 MIN

Let's get together, via Zoom to do a deep-dive into your current financial plan, talk goals, and potential strategies!

Get Started

Annual Review Meeting

1 HR

Have your annual statement and want to understand it better? Want to see the growth of your money (because we have no downside losses)? Schedule your review today!

Schedule Call