Contact
A conversation, not a sales call.
The first meeting
Forty-five minutes. No deliverables, no preparation required.
The first conversation is a chance to get acquainted. We ask what you are trying to accomplish, what is keeping you up at night, and what you have already tried. You ask us whatever you want. By the end, you will have a clear sense of whether we are the right fit.
"We came in nervous about retiring early. We left with a written plan, a clear answer, and the confidence to actually do it. Best decision we made."
After the first meeting
A deliberate path from conversation to plan to portfolio.
Step II
Data gathering and analysis
We collect statements, tax returns, estate documents, and benefits packages and produce a written analysis of your current trajectory.
One to two weeks
Step III
Plan delivery
We present a written financial plan with specific recommendations, alternatives, and the trade-offs of each. You leave with a clear set of decisions to make.
90-minute meeting
Step IV
Implementation
If you choose to work with us, we open accounts at Charles Schwab as our custodian, transition assets tax-efficiently, and put the plan in motion.
Two to four weeks
This form is not a recommendation, offer, or solicitation. No client relationship is formed by submission. Brevard Wealth Partners, LLC is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. This is a fictional firm presented as a marketing-website demo.