We refer to the process of identifying goals, creating a pathway to reach them, and then monitoring progress towards success as the Financial Portrait. This is a realistic financial snapshot of where you are, where you want to go, and the path forward. 

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Holistic Planning

Partnering with us to plan and track your goals removes much of the stress that most families have regarding finances.

Most financial stress is related to feelings of uncertainty. By sitting down with our team to make a realistic plan for your family you can remove much of the uncertainty. Once goals are identified through a series of discussions, we will draw a detailed picture of your goal plan and path forward. We will then monitor progress on your goals on an as-needed basis. The joys and struggles of life can muddy your financial picture, but by updating your plan we can pivot to face new challenges and goals. As life progresses your financial portrait will adapt with you. Achievement in holistic planning can be defined as utilizing the fruits of your labor for your financial, mental, and emotional well-being. We at LaBrunerie enjoy helping families invest in themselves and joining them on their financial journey.