The Discovery + Strategy process is complimentary.  This includes all meetings, access to your Living Balance Sheet™, and your full financial model. Once we have a strategy that creates more of what you want, we'll move into implementation, we’ll discuss the fee structure of money management and instruments to put in place for your protection and reduce your overall risk.

Brandi Jo Newman spent nearly three decades in financial services, working with physicians, entrepreneurs, and business owners. Most people come to us with gaps — not enough liquidity, unstructured insurance, unclear investment strategy, or no coordinated plan. That’s what we fix.