Financial Advice as Life Changes.
Directly or indirectly, major lifestyle changes impact how you earn, save, spend, share, and invest your money.
Life changes can alter your beliefs, patterns and habits regarding money. It is a time to re-think and re-order your life and your investments, which will ultimately support your lifestyle choices.
However, change can trigger stress that can compromise you physically, emotionally, and cognitively, making life-changing decisions difficult to deal with. We will help you think about the opportunities that change presents as you define and create your new normal.
To do this, we employ a combination of personal and technical planning. Personal planning serves as a foundation for making sound decisions based on analysis and recommended alternatives provided by technical financial planning. We use personal and technical planning to inform the structure and management of your investments to support you as you transition to your desired lifestyle.
We work with you each step as you transition from what is to what can be.
Career Changes
Sale of Business
Disability
Retirement
Marriage
Divorce
Death
Remarriage
OUR SERVICES
What We Do
Planning
Most planning stops at cash flow modeling and investment allocation. In its highest form, planning can guide you along the way as you think about the changes in your life, what is important to you, and what you want to do about it. We help you through your many financial decisions as you emerge from what is to what can be.
Investment Management
How you invest is important. We help you establish and manage an investment strategy that balances income, growth and risk – all with an eye towards aligning your financial assets to support your lifestyle throughout your journey.
Risk Mitigation
Life events can cause sudden increases in expenses or decreases in income that can be life-altering or even catastrophic. Stress testing your financial plan enables you to consider proactive steps to mitigate such possibilities.
Plan • Nurture • Grow
Communication—on your terms.
Your Preferences, Our Priority.
Do you prefer detailed data and numbers, visual aids like graphics and bullet points, or written tools such as agendas, summaries, and follow-up notes? Whether you like to get straight to the point or work through things step-by-step, we adapt to your pace—slow and steady or fast and focused. We also consider your ideal meeting length and format—be it in-person, phone, or video.
Whatever your style, we tailor our services to match your unique preferences.
We listen and ask questions that will make you think.
When experiencing adaptive pressures, many look for someone to give them the answers. While expedient, such advice can shortchange the process of thinking about what is important to you and how you will embrace changing attitudes, values and behaviors. Ultimately, it can inhibit you from thriving in your new environment.
At MBR Financial we understand this process, so we begin by listening and asking questions as you formulate what’s most important to you, want you want to achieve, and the legacy you want to leave. By listening, we empower you to mold and shape the planning process.
The questions we ask help you develop your personal touchstone as a basis for confident financial decisions.
Fiduciary
We are Independent.
Therefore, we adhere to a fiduciary standard that covers our entire relationship with you.
We are committed to putting your interest ahead of our own at all times.