Briggs Wealth Management is dedicated to an advisory process that provides a framework for decision making and monitoring. Each step in the process involves interaction between you, our team, and other professionals if needed.
Our five step process is as much of an art as it is a science.
You have unique interests, passions, and goals. Briggs Wealth Management is committed to learning about you, and what is important to you and your family. Developing a clear understanding of your family, interests, and passions enables us to create customized wealth management solutions to help you realize your lifestyle goals
You’ve worked hard to earn and build your wealth. Briggs Wealth Management uses specific tools to analyze your family needs, current financial situation, investment experience, risk tolerance, and time horizon.
Goal Planning & Monitoring is an innovative and collaborative planning tool to help you to create a realistic plan designed to meet your specific goals.
It is important that your plan be implemented efficiently. Once you approve your customized plan, Briggs Wealth Management will execute it in a timely manner, and keep you informed throughout the process.
Because your family, your goals, and your financial situation continually change throughout your lifetime, Briggs Wealth Management will continually monitor your customized plan and suggest revisions as needed. Keys to this step are your involvement and regular communications.