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Our Process
At Brighter Financial, we follow a collaborative process that involves two phases, comprising four key steps.
The first phase, known as the foundation phase, is designed to establish a strong groundwork for your future success. It encompasses three essential steps: (1) Life, (2) Advice, and (3) Strategy. We believe that building a solid foundation is crucial to achieving your goals.
Once the foundation is laid, we move on to the second phase, which involves an annual check-in. This allows us to provide ongoing support and ensure you continue to progress in the right direction as you navigate through life. We’re dedicated to supporting you at every step of your journey.
Step One: Life
It’s all about you, what’s important, who matters, what you want from life and your financials. In other words, what you have, what you want, what you need and what it’s for.
Step Two: Strategy
We get technical, crunch your numbers, test, project, and model till they come together and ‘fit’ nicely in your world.
Step Three: Advice
We put all your advice in writing and show you what’s possible, what needs to be done and what decisions need to be made.
Yearly: Progress
As your life changes we continue to revisit, reassess and tweak your advice and provide the support you need to keep progressing in the right direction.
