Financial security isn’t luck. It’s your plan in action.
Start with clarity, end with peace of mind. From forward-looking strategy sessions to ongoing advice, we’ll guide your every step.
No two clients are the same. No two financial plans should be either.
With deep experience in both tax and financial planning, Brian brings structure, clarity, and strategic foresight to every client relationship — always grounded in what matters most to you.
Benefit from a clear framework that creates wealth, protects it, and plans ahead.
Who we work well with
What’s included
If you’ve thought…
You might just need a Financial Clarity Check.
This service could be for you.
Your Financial Planning Blueprint
1: Discovery Call
A short conversation to understand your priorities, answer initial questions, and confirm we’re the right fit.
2: Review
We’ll take a detailed look at your personal finances — income, expenses, investments, and goals — to understand where you are today and where you want to be.
3: Financial Roadmap
You’ll receive a tailored plan that outlines clear recommendations for strategy and investment, aligning your money with your future vision.
4: On-going Strategy
Your journey with us isn’t rigid. We adjust to real life because business growth isn’t always linear. We understand that your business is unique and will create a process that works best for you.
What it’s like to work with Brian
Our clients describe Brian as calm, clear, and strategic.
His strength lie in spotting blind spots early and turning complex financial questions into clear, actionable steps.
That means you can move forward with confidence, knowing your finances are structured, protected, and aligned with the future you want.
When business operations and financial planning overlap, Brian collaborates closely with Emily through her consulting services.
Common Questions
Does Woods manage investments directly?
We provide strategic investment guidance. We have partnered with Charles Schwab as our investment custodian.
Do I need financial planning if I already have an accountant?
Yes. Accountants prepare taxes, but financial planning aligns your business and personal wealth goals for the long term.
When should I start financial planning?
The earlier, the better. Planning is most effective before retirement or exit decisions are urgent.
Is this only for businesses close to exit?
No. Our services are most valuable for growth-stage owners preparing for long-term security.
