Our Process

Holistic, transparent, and collaborative.

 

Utilizing a team-based approach, BRSi is adept at uncovering ways to reduce fees, provide unmatched service and build long-term strategies that will help you or your business pursue your goals. Regardless of what your financial needs happen to be, our skilled group of Advisors and Relationship Managers can help.

 

Discovery: The main objective of our process is to get to know you personally, as well as financially. We welcome this initial discovery phase as a way to better understand who you and/or your business and what you hope to accomplish in your future.  Understanding of where you are now, helps us better plan for where you want to be in the future

 

Planning: During the planning phase, we will create a transparent, easy to understand recommendation.  We will present our recommendations in a timely manner with a focus on explaining the overall benefit and answering all of your questions.

 

Implementation: Once your customized plan is agreed upon, we will make sure to provide a list of open items and our Team will follow up continually to update you on the progress of implementing your plan.   

 

Monitoring: Every financial strategy requires attentive monitoring and consistent review. We utilize innovative monitoring software to ensure that the investments that we utilize are appropriate for your needs. As markets change and personal situations arise, our team will keep a watchful eye over your plan to ensure it is continuing to work towards your goals. As an integral part of your financial strategy, you will have complete access to your plan and its performance via online tools and state-of-the-art software.