40 S. River Road,
Brophy Wealth Management, LLC is a firm believer that goals you have set to achieve in the future should be the basis for decisions being made in the present time. As such, the probability of achieving your goals and successfully navigating all distractions and complexity of wealth management starts by taking the time and energy to thoughtfully create a comprehensive financial plan.
The first step in this process is to schedule an Initial Consultation. This consultation is complimentary and gives you the opportunity to determine if we are the right wealth management firm for you, and for us to determine if we feel we are the correct firm to develop a long-term relationship with you. During this meeting, you will have the opportunity to ask us questions of concern to you regarding utilizing professionals’ advice, such as:
In anticipation of this meeting, we will ask you to gather some information to better prepare you to answer questions about where you currently are. We will use this information and our experience from working with hundreds of clients to help you quantify your financial goals.
At the conclusion of this meeting, we both will be able to decide if moving forward is in everyone’s best interest. We will be using technology to model “what-if” scenarios as we build your financial plan. Once this initial phase of analysis is completed, we will set additional appointments as necessary to complete the build-out of your financial plan to your satisfaction. Once completed, we now have “a stake in the ground” from which to base making decisions.