The Brightworth Experience

As individuals and as organizations, our values drive and are driven by our actions. Brightworth has consciously chosen to live by the following values. We’re sharing these with you so that you better understand us, and what partnering with us means.

By living and working

Strategically

Collaboratively

Transparently

Intentionally

Objectively

Consistently

And with integrity

We create, for ourselves and our clients

Excellence

Wisdom

Meaningful impact

Achievement

Clarity


The Brightworth Experience

Step 1: Nice to meet you!

We’ll get to know each other, and discuss your goals and concerns. Together we’ll determine how Brightworth can help you achieve your life and financial goals.

Step 2: Getting things in order 

Next, we’ll gather the financial information we need to develop your plan. Our straightforward process helps all parties clearly understand where we’re starting and where we want to finish.

Step 3: Working as a team to build a strategy for you

Next, our expert advisors build your unique, integrated wealth strategy.  Once complete, we’ll discuss each component together to ensure that the strategy we’ve designed suits all your financial needs.

Step 4: Implementing your plan

After we finalize your plan and design your investment asset allocation, we’ll help you open new accounts and transfer existing investments to Brightworth so we can professionally manage them for you. We assist you with completing other action items such as getting your wills prepared, adjusting insurance plans, implementing tax strategies, etc.

Step 5: Monitor, adjust, implement

We’ll meet with you regularly to update your financial plan, monitor and track your goals, discuss the changing tax and investment landscape, and review your investment portfolio.  Of course, you can call us at any time to speak with your advisor about specific questions, concerns, or changes to your situation you’d like to discuss. We’ll keep you up-to-date with our Brightworth events, quarterly market commentary, and additional communications, giving you insights and perspectives on your finances. 

Ready to start the conversation? 

If you’re starting to think about the future, or are anxious that you may not be on track financially, it’s not too early to start planning. Contact Brightworth today to speak with one of our advisors.