FINANCIAL ADVICE TO LIVE AND PROSPER.

WELCOME TO MOUNTAIN BROOKE WEALTH MANAGEMENT

Five Steps Toward Financial Success.

Our Simple & Effective Approach.

Consultant Meeting

These meetings are the foundation of a successful experience. As we walk through these meetings together, we will thoroughly explore your current situation, your goals and objectives and what it will take to facilitate your plans.

 

Data Gathering

In this phase, we will gather & review all necessary information that is pertinent to create a successful plan.

 

Design Your Plan

In this phase, our consultants will explore the universe of solutions to design a plan to meet our client’s goals and objectives.

 

Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy

for you.

Monitoring and Adjusting

We monitor our clients' accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments

Consulting

Meeting(s)

Monitor &

Adjust

Implement

Strategies

Plan

Design

Gathering

Information

MICHAEL R. WALLIN, CERTIFIED FINANCIAL PLANNER™, LUTCF | INVESTMENT ADVISOR REPRESENTATIVE

Mountain Brooke Wealth Management | 109 Holiday Court, Suite A6  | Franklin, TN 37067 | 888-302-5559

©COPYRIGHT 2014. MOUNTAIN BROOKE WEALTH MANAGEMENT LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.