1020 Cromwell Bridge Road
At Brooks Financial Group, our top priority is caring for each relationship we are called to serve. We do this by forming trusted relationships and then leading each toward the achievement of their goals and dreams.
It is our belief that best solutions require careful consideration, continuous assessments, and professional insights about what choices are best for you. That is why, regardless of whether we serve your personal wealth management needs, the needs of your business, or both, our priorities and processes remain the same.
INTRODUCTION: We begin with an initial Introductory Meeting to help ensure that our goals, values, and expectations are in alignment.
DISCOVERY: A Discovery Meeting is held so that we might fully understand your Matters of Importance.
PLAN PRESENTATION & RECOMMENDATIONS: Once we have completed all elements of your plan, we hold a Plan Presentation & Recommendations meeting. During this time we solidify the elements of your plan with a goal of gaining a mutual commitment to support the plan elements.
MAINTENANCE: The elements of your plan are monitored on an on-going basis and we regularly track its success. Regular reporting and communication throughout our relationship is key to its success.