Clear Explanations
More than just telling a client what steps to take, but also providing the context and reasoning for each step. It is our firm’s belief that this approach to guidance leads to overall better client outcomes. We seek to provide background on our recommendations, and offer a detailed explanation of our proposals so our client’s can make informed decisions. An educated client can offer feedback and support ongoing, iterative adjustments to the comprehensive financial plan. Our clients not only understand what to do, but why they are doing it.
Education
Some clients have a strong desire to improve their overall financial literacy. BrightPath Financial Advisors welcome the opportunity to discuss general and specific topics, even if they are not specifically related to our client’s current plan. It is our belief that an inquisitive, educated client will be able to identify supplemental opportunities and further contribute to their own financial success. By possessing an understanding of the financial world and an exercising wisdom when making monetary choices, BrightPath clients are able to align their day-to-day decisions with their overall financial plan.
Personalization
No two people are the same, and thus no to financial plans should be the same. Each plan created with BrightPath is individually crafted to meet the needs of that particular client. It follows an in-depth analysis of that client’s current life and financial situation and then looks forward to that client’s goals. The plan created is tailored to fit an individual client’s budget, and comes with clear expectations, recommendations and steps necessary to achieve the client’s goals. By creating a personalized plan, we ensure that the client can visualize a clear path forward to achieving the stated goals. This collaborative approach, leads to better overall plan outcomes as our clients understand how the plan interacts with their own situation. BrightPath clients can feel confident that their particular situation has been addressed and the solutions developed will guide them towards a better financial future.