Personal Financial Advisor
I’m Anna Brooks, and as a personal financial advisor, I help my clients build their financial safety net as well as pin down a plan of action for their short and long term goals. Unfortunately, it’s not uncommon for me to receive a frantic call or email from someone experiencing a financial hiccup they weren’t at all prepared for.
I can help them piece everything back together, but it’s not always the solution they’d like. This is why I’m such a huge advocate for financial preparedness that goes beyond basic budgeting or a small emergency fund. My goal with this site is to educate others about building a sturdy financial safety net that will actually catch them when they fall.
Recent News
8 Life Events You Should Financially Plan For - At some point, we all have to start taking our financial futures seriously. Your adult life is going to feature many big, scary expenses, and planning for them is the only way to make them less intimidating. The first step is to familiarize yourself with what you can expect to encounter throughout your life. Only […]
Dig Into Your Daily Spending To Set The Stage For Long-Term Financial Security - Financial life planning covers a wide array of topics from daily decisions regarding money, to setting your child up for a secure future, to retirement and estate planning. While looking at the long term is critical, some people lose track of the important day-to-day pieces that are essential to financial security. Following a monthly budget […]
Changing Careers? Make Sure You’ve Accounted for These Hidden Costs - Are you ready for the next step in your career? Before you make the switch to a higher-paying job, make sure you’ve crunched the numbers. While a higher salary is usually a better deal, it’s not a guarantee. Here are seven hidden expenses that could make or break your pay bump. One-Time Expenses One-time career […]