Who We Help
When people hear the term “financial planning”, they often find that’s for those with assets near or over $500K. Well at The Brands And Bands, we know the pulse of the economy is that 37% of US households cannot handle a $400 emergency expense, so charging a fee that would have them picking between their utilities or utilizing our services is tone deaf.
No matter if you’re deemed “Affluent” you deserve some sort of financial planning, which is why we serve the “Affordable” as well. No matter the tax bracket, we work with you to learn and leverage the money you have while building toward the life (and money) you want.
Just Starting Out
Got your first job or move up in your career? We break down the basics of budgeting (by your life), managing debt, and saving strategies to build a strong foundation for your financial future!
Looking To Get Better With Money
Want to take control of your finances but need a boost? We help you identify areas for improvement, set realistic goals, and create a personalized roadmap to achieve them.
Seeking A New Advisor/Planner
Tired of confusing fees and unclear advice? We offer a transparent, advice-based approach. Giving you guidance to your money vs being the middle man with your money.
Pre-Retirees/Retirees
Planning for retirement can be complex. We create customized plans that consider your desired lifestyle, income needs, and risk tolerance, ensuring a comfortable and secure retirement.
DIYers Who Need A Hand
Going it alone but want expert guidance? We bridge the gap between self-management and professional advice. We offer targeted consultations and ongoing support to address your specific questions and concerns!
Families - New, Big, Small, Or Blended
The financial needs of families are unique. We understand the challenges and joys of family finances. We work with you to create a comprehensive plan that supports your collective goals, regardless of your tax bracket or asset size.
