THE FINANCIAL FYSICAL
WE TRANSFORM SAVERS FROM
UNCERTAIN & ANXIOUS TO
CONFIDENT & INFORMED
For more than 15 years, DouglasBradley has helped our clients
focus on what’s truly important to them.
A SIMPLE AND EFFECTIVE PROCESS
ARE YOU UNSURE ABOUT WHERE TO BEGIN?
We’ve been in business long enough to know the “F” word – Financials -- makes a lot of people nervous. Maybe you’re worried whether you’ve saved enough and been a “smart investor”. Maybe you’re anxious about letting someone else see your financial details.
Guess what? You’re just like everyone else.
We’ve seen it all and we’ll put you at ease. Our job is to give you confidence about your financial decisions. We’ll educate you, advise you and help you - whatever you need. Getting started is a snap. We designed our Financial Fysical to help you take control of your financial life in a single meeting.
THE FINANCIAL FYSICAL
IS EASIER THAN YOU IMAGINE
Once you schedule your Financial Fysical, we’ll have you seeing
more clearly in Four Easy Steps:
1. Tell us about yourself.
The key to great advice is accurate information. The more we know, the more we can help. Gathering
documents and financial details can be a chore, so we have a process to help you.
2. Schedule your Financial Fysical.
A Financial Fysical takes 2-3 hours. We’re flexible and will work with you to get your session on the
calendar as soon as possible.
3. Meet us in our office, your home, or online.
If you’re local, we’re happy to come to you. Many people feel more comfortable chatting over the kitchen table. Or meet us in our office and treat yourself to a nice meal afterwards. You earned it! We’re also happy to meet you remotely. You deserve great advice no matter where you live.
4. Start checking off your To-Dos.
The purpose of the Financial Fysical is to get you started down Your Personal Path to Financial Security. We will discuss where you are and where you want to go. By the end, we will have some suggestions and recommendations for you. You can start working on your To-Dos immediately.
Tired of wondering what to do? Join the many people who decided to take action and get the money monkey off their backs. Simply click below and let us guide you.
YOUR PERSONAL PLAN FOR FINANCIAL SECURITY
A PARTNER YOU CAN
DouglasBradley’s Financial Fysical is the crucial first step in developing Your Personal Plan For Financial Security. You’ll get many answers, but financial security is only achieved over time. DouglasBradley is here to help every step of the way and no matter what challenges appear. We offer ongoing guidance to help you stay on track.
Whether your situation is simple or complex, we taylor the service (and the fee) to your unique circumstances and needs. If you’re not an expert in financial planning, why keep trying to solve your own problems?
Allow DouglasBradley to bear the burden of managing your financial life. You can manage everything else.
HAPPY, CONFIDENT CLIENTS
Feeling more confident about your future is easier than you imagine. At a time when companies are developing ever more complicated investment products and software models, our process helps you cut through the complexity and get to the heart of what you want to accomplish. Simplicity and transparency leads to confidence. Confidence leads to happiness.
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