How we work with planning clientsÂ
Bruun Tax and Bookkeeping Service
Planning Pays Off
Our approach to personal financial planning is to obtain from you, our clients, significant financial and other information including your attitudes, goals and objectives;
To analyze the information obtained in order to develop alternatives for your consideration;
To educate you about the implications of selecting a particular alternative;
To assist you with the implementation of the alternative selected by you;
To periodically review the plan with you and to update it from time to time.
It is our goal to become your chief financial advisor and to coordiante the efforts of your other advisors in your best interests. We want you to be educated about your own financial affiairs ant to take an active role in managing them.
