We seek to understand how you like to receive and process information.

What kind of information do you want? Do you prefer the bottom line first, then the main facts, or the other way around? Are agendas, bullet points, and meeting summaries helpful for you? Do you like one-page summaries, graphs, and charts, or detailed spreadsheets? Longer or shorter meetings? In-person meetings or phone/video conferences? We conform to your communication needs and desires.

We listen and we ask questions that will make you think.

Most advisors are not trained on how to work with clients anticipating or entering major life transitions. While well-meaning, these advisors are most comfortable analyzing the numbers (technical planning) and telling clients what to do and how to do it.

But it takes time and self-reflection to go beyond the emotion stirred by change, to see it as a challenge rather than a threat. This realization opens the door to collaboration, learning and growth. Adaptation to challenges requires experiments, new discoveries, and adjustments, resulting in changing attitudes, values, and behaviors. This important work impacts how you choose to earn, save, spend, share, and invest your money. At MBR Financial, we take time to listen and ask thought-provoking questions that challenge you to think beyond what is to what could be. We support you in your discovery process and proceed at your pace, making resulting technical decisions not for you but with you.

Communication—on your terms