You work hard. The line between professional and personal lives are a blur. Time is fleeting. In most cases, the demands of work, family, and everything that comes with them limits people's ability to incorporate a comprehensive financial plan into their lives. This is where an experienced financial planning team that can help you prepare for each stage of life comes in.

To Garrett Brander and his team, creating a financial plan comes down to three elements:

The timing must be right. To build a customized financial plan, it's key for you to be engaged. Between understanding what you want to accomplish, pulling all of the necessary information together, and developing the plan, it takes a lot of time and effort for both parties.

A similar financial planning philosophy. There are a lot of resources out there today that can provide you with many different approaches to financial planning. However, because of the personal nature to financial planning, it is easy to get caught up in the emotion of what it means to be planning for the future. That's why it's important to work together with an experienced financial planning team that uses the type of hollistic approach that Garrett Brander has built. That means focusing on goals and ideas, not the latest product or service trend that flashes by. 

The belief in trusted relationships. Financial planning is a long-term process, it parallels the ebbs and flows of life. Garrett will work carefully with you to build a mutual relationship of trust so that he and his team can best work with you. With a stable base of trust, Garrett and his team will be able to best help you to make informed decisions based on their objective perspective to help keep you on track towards your goals.

Call Garrett's office to see how a financial plan can fit into your busy life. 

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Garrett Brander, CFP®

Managing Director

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