Comprehensive Wealth Mangement SolutionsWomen Only
Achieving your goals and ensuring financial security.
There are simple truths about money, and they are not as scary as you think. With the right plan for your finances you can enjoy the present and look forward to the future without fear or apprehension. We are here to help women make the most of their finances through our comprehensive Financial Blueprinting Process.
Financial Planning encompasses all aspects of your financial life and must be tailored to your unique circumstances. To achieve your financial goals and build a sustainable future, Bradley Wealth will help you develop a customized plan including:
- Cash Flow and Budgeting
- Saving and Investing
- Retirement Projection
- Risk Analysis and Insurance
- Real Estate
- Education Planning
- Employee Benefits
- Charitable Giving
- Childcare and Eldercare Issues
- Tax and Estate Planning
Our Envision™ Financial Planning Process
Clients tell us that it is not simply the collaboration that has kept them on-track – it is because of our unique client engagement process that drives action. Simply put, we make financial plans more meaningful for the client which translates into deeper relationships. Our process will:
- Identify and prioritize your short-term and long-term financial goals.
- Gather and organize data and documents through questionnaires, interviews and worksheets.
- Analyze your financial situation to identify challenges and opportunities.
- Develop a saving and investing strategy to fund your objectives.
- Provide a written plan with recommendations and action steps.
- Assist with implementation of plan tasks and recommendations where needed.