It Begins with a Plan…
We’re not great at talking “about us” but here is our story...
Many of life’s great journeys share something in common; they start with a thoughtful plan. Our journey is no different.
Brickwork Financial Planning, Ltd. was born out of the Great Recession in December, 2009. After more than a decade of working within large institutions, it became clear there was a better approach to helping our clients.
The leap to be independent financial advisors and small business owners is anchored in one simple belief: MEET PEOPLE WHERE THEY ARE AT.
It may sound simple, but too often in our industry the financial institution’s agenda is placed before yours. In creating an independent model, our goal is to provide objective, unbiased advice at a fair cost.
We take great pride in our firm’s goal to provide practical advice and sensible planning through a straight forward planning process. The outcome for our clients is clarity and confidence in their financial lives.
Our independent status matters to us, and definitely matters to our clients. It means that our allegiance is to you and your goals. There will be no hidden incentives, backroom deals or product bias; just solutions that serve your plan.
We appreciate you taking the time to learn about our firm.
