Our process

1. It starts with what we like to call a "campfire conversation". A good, open and honest chat about money - no judgement.  You don't have to bring anything, just yourself.

2. When you decide to work with Brady Wealth Strategies, we will meet again to find out what is going on in your financial world. Again, no judgement. We ask for statements, budgets, debts, needs and of course your goals.

3. We take this information, evaluate your financial position and develop strategies and solutions to help you achieve your goals and needs.

4. We will meet again and implement these strategies with you. Time for your money to start being a tool working for you.

5. Once in place, we will schedule in a wealth check up to see how everything is working, no rubber gloves necessary.