Thank you for your interest in working with our firm, I know you have a choice when it comes to working with an advisor. I take your choices very seriously because I know you do too.
I specialize in comprehensive financial planning for my clients. If you have a financial goal, chances are that I have a strategy to help you get there and that I’ve helped others get there in the past as well.
Whether you’re looking to invest more money for your future and grow your nest egg, do the math to determine if you saved enough money for retirement, pay off a debt or mortgage or all of the above, we can help you put it all down on paper and we can help you put together an action plan all in one place with solutions and strategies that work.
Personally, I pride myself on putting together easy to understand, simple and powerful financial plans and tools for my clients, that’s what you get when you work with me.
Does simple sound good? Perfect, we have that in common…
I work with a lot of different types of people in a lot of different types of financial situations but if I could outline my ideal client to you, that might also give you a better idea of whether or not you’d be a good fit to work with me and my firm Brein Wealth Management, LLC.
Brein Wealth Management, LLC specializes in working with people and couples who are;
We can’t always help everyone, we wish we could, but sometimes it’s just not a good fit. I don’t presently have an asset requirement in order to work with me, but there are certain types of people/couples that just don’t usually benefit from the type of planning we provide at Brein Wealth Management;
Day Traders – well, scratch that, we don’t mind day traders, we just don’t do day trading for our clients, we are too busy putting together comprehensive financial plans for our clients and servicing their accounts for that.
Do-it-yourselfers, over-analyzers and industry contrarians – if you have the time to dedicate countless hours to research and countless dollars to experimenting with different types of investments that we may not be a good fit for you. We use proven, common sense planning techniques that have been around for decades to help our clients and we don’t claim to have reinvented the wheel, we just use the best of what works for our clients for other clients with the same types of needs.
Volatile and reactive investors – our clients are not glued to their computer screens or to a money-news channel 24 hours a day and they don’t lose their cool when the market gets volatile.
If you feel like this now, don’t worry – a lot of our clients felt exactly like this until we started factoring potential risk into their portfolios in advance so they had a better idea of where they could be going if the market didn’t turn out the way they wanted to and planned around that. Our goal is to help you un-glue your eyes from that computer screen or TV screen and start doing what you were supposed to be doing with your money all along, enjoying the process of growing, saving, spending and giving it.
I’m a fee-based financial planner and I’m proud to act as a fiduciary for my clients. When I put together plans for my clients and make saving and investment recommendations for them, I am legally required to put their best interests in front of my own.
Our clients go through our own unique process which we call Your Comprehensive Financial Checkup™ when they work with me to do a financial plan for them.
Your Comprehensive Financial Checkup™ takes you from A to Z through our entire financial planning process and covers a five-step process designed to help you get from thinking about your goals to actually achieving your goals.
Keep reading to learn more about our process.
Our clients also have access to our financial planning software that maps out their entire financial plan and continually monitors their investment and savings accounts so they don’t have to log into several different places to take a good look at their financial picture, it’s all in one place for you- how’s that for simple?
We also look for ways to embrace and utilize technology to help us connect with our clients and help our clients connect with their money in new, interesting and powerful ways. Brein Wealth Management, LLC is a technology-first firm and looks to utilize online digital technology whenever possible when planning for and interacting with our clients.
When you work with me, Your Comprehensive Financial Checkup™ is delivered to you as a custom financial plan which includes custom tailored investment strategies that are unique to you and your plan.
We spend a lot of time communicating with our clients via the web, on the phone, and in person. We have the ability to conduct meetings online or face-to-face depending on what works better for you.
As mentioned earlier, we meet with our clients at least once a year (and sometimes more than that if necessary). Our annual meeting can take place on the phone, via video-conference or in our office in Bellevue, WA.
I always encourage my clients to reach out to me directly by phone or email and if I’m not able to get with you immediately I will usually get back to you before the close of business or at least the around start of business the next day.
We also have the option through our online scheduling system for you to log on and schedule a phone or video conference appointment with me if you feel like the conversation should be a little bit more formal, I’m all ears.
Brein Wealth Management, LLC serves its customers in the greater Seattle area and is located conveniently in Bellevue, Washington.
Unfortunately, geographically we just can’t meet everybody face-to-face. The resources and technology we use to connect with our clients online is easy to use and provided to our clients by our firm. We feel like a video chat can be just as good as an in-person chat if the technology works well for both users, the advisor, and the client.
If you’ve never thought of working remotely with a financial advisor, you may find that it saves you a lot of time being able to interact with a professional from the comfort of your own home. As we move into the future, I believe meetings with your financial advisor will take place online more often than not and as a technology-first company, that’s the direction we see the industry going it and we are committed to growing in the direction the industry grows. We pride ourselves on doing what we can to make interacting with us convenient, easy and dare we say, downright enjoyable. We hope to hear from you soon.
Learn about our planning process – Your Comprehensive Financial Checkup™
Interested in a Complementary Consultation?
Not ready to set up an appointment at this time?
Not a problem at all, please feel free to ask us any financial question regarding your situation and we will do our best to answer your question and respond directly to you within 24 hours via email. We are here to help you, just click here and fill out this form to ask your confidential question and a member of our team will get back with you shortly.
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The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services or specific financial advice unless otherwise permitted by statute and offered through Brein Wealth Management, LLC. The Art of a Plan™ and Brein Wealth Management, LLC are two separate entities.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Joshua Brein, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by The Art of a Plan™ as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Exclusive rights to this website and all material within this website belongs to Joshua P. Brein and The Art of a Plan™.