Financial Planning

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Santa Rosa Financial Planning Services

Why Do I Need A Financial Planner?

Most of us have goals in life, whether personal, professional, or a combination of the two. To achieve those goals, it often requires us to have financial resources to rely on. At Miles Brown Asset Management, our financial planning services are based on helping our clients accumulate the resources they need to achieve the goals they set.

Anyone can open a savings account and put money in every month, and while that’s a good first step, there are many other steps that need to be taken in order to provide true financial security. We provide the knowledge and guidance of experienced financial professionals to inform and guide your success both short term, and for the future.

Financial Planning vs Retirement Planning

Retirement planning is the most common reason people seek out a financial planner, and while it’s certainly a very important consideration, there’s a lot of life between when you start working, and when you stop. During that time, your goals, lifestyle, and even family may change in unexpected and sometimes dramatic ways.

Common events and goals that a financial planner can help you prepare for are:

  • Going back to school
  • Changing careers
  • Long-term travel
  • Starting a family
  • Home ownership

With the right guidance and commitment, you can be confident that you’ll have the resources to handle whatever turns life takes, planned or not.

We’ll Handle The Details

One of the best parts of working with a financial planner is that once you’ve put your plan in action, you’ll have an experienced professional handling the details on your behalf.

We work hard to make sure you don’t have to worry about how your money is being managed, and can enjoy the peace of mind that you’re on a path to success. The portfolios we build for clients are transparent and clear to understand, and we keep you informed while removing the day to day task of making decisions related to market fluctuations.

Financial Planning When You Get Pregnant

Financial Planning When You Get Pregnant

Having a baby is an amazing, terrifying, life-altering event that will shape your future for decades to come. But having a baby can also be very expensive, depending on how much support you have from a spouse and/or family. For most people, once the baby...

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These Are The Best Ways To Save For College

These Are The Best Ways To Save For College

Do you want your children to go to college? If so, you’re going to need somewhere between $200k and half a million dollars by the time they’re ready for higher education. Children born in the last few years will be facing a truly staggering price tag for...

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Free Financial Planning Consultation

Would you like to speak with a financial planner about your specific needs? If so, we'd love to hear from you! You can book a free phone consultation with us right now by clicking "Schedule An Appointment".

Once you've picked an available day and time, and provided your contact information, your appointment will be booked. If you have any questions, or need to change your appointment, please call us at (707) 595-8702. We look forward to speaking with you.


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