Personal Financial Planning
Clarity Through Planning, Education, and Guidance
Who We Serve
Our personal planning is designed for individuals and families who:
Want clarity and structure in their financial life
Are navigating complexity around income, family, taxes, or retirement
Value independent, planning-first guidance
Prefer education and planning support before implementing decisions
Why Brixx
Fee-only, planning-focused firm
No commissions or product sales
No investment management
Clear, structured planning and education
Planning Services
At Brixx Wealth Planning, we provide planning-focused financial education and guidance for individuals and families who want confidence in their financial decisions — without selling products, earning commissions, or managing investments.
Our work centers on structured planning, informed decision-making, and financial education. We help you understand your options, evaluate tradeoffs, and move forward with clarity.
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Goal identification and prioritization
Integrated planning across all areas of your financial life
Scenario analysis and decision modeling
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Spending and savings analysis
Net worth organization and tracking
Long-term cash flow clarity
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Retirement readiness projections
Income and distribution planning education
Social Security and longevity planning guidance
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Forward-looking tax analysis
Roth conversion and tax strategy education
Tax-efficient savings and withdrawal planning
Coordination with your CPA
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Portfolio structure and asset allocation education
Risk and diversification concepts
Asset location and investment strategy education
We do not provide investment advice, manage assets, or recommend specific securities.
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Coverage education and gap identification
Policy structure and cost-efficiency review
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Review of wills, trusts, and beneficiary designations
Legacy and charitable planning education
Coordination with your estate attorney
Engagement Structure
We offer:
One-time planning engagements for specific needs or decisions
Ongoing planning relationships for continued education and guidance
Planning fees generally begin at $2,500, with pricing based on scope, complexity, and level of ongoing support.