Traditional financial planning too often is one dimensional, filled with numbers based on assumptions not thoughtfully considered.
At MBR Financial, we break through the traditional paradigm by incorporating personal planning that enables you to go beyond what you may have thought possible.
Personal planning is the softer side of the process. It is about slowing down and taking time to think about what you want to transition to, which ultimately impacts your money and how you earn, use, and invest. Personal planning lays the foundation to empower you to define your direction and purpose, which informs assumptions used in technical planning and ultimately becomes your touchstone for confident financial decisions.
Technical planning addresses cash flow, taxes, estate planning, business succession strategies and financial risk. Personal planning improves the technical planning assumptions which yields more useful analysis and recommendations.
Whether you are contemplating or entering retirement, encountering a employment change, facing widowhood, in the midst of a divorce or some other major life change, we employ both personal and technical planning to create and execute an investment strategy to help support you as you emerge from what is to what can be.