At BrightTree, we take the approach that Wealth Management does not have to be complicated although it’s a complicated subject. We work to identify our client’s needs, then develop a plan that could be complicated in scope, but communicated in a manner that’s simple to understand and extremely simple to implement.
In addition, we believe that any strategy that’s implemented must be easy to maintain. Most complicated strategies end up getting shelved no sooner than they’re implemented due to the many steps clients are required to take to make it work.
Our approach is simple. We implement a
- Cash Flow Management System
- Cash Reserve System
- Income Generation Strategy
Once the systems are in place we simply review each area on a quarterly basis to ensure clients are on track to achieving their goals.