Process
Peace of Mind For Every Step
At Brennan & Associates, we know that clarity is one of the most powerful tools you can have on your financial journey, so we help you design a plan that makes sense to you. We help you understand where you are today, identify where you’d like to be in the future, and show you how to connect the dots in between. We give you simple, strategic ways to maximize your money and accomplish your goals, and we explain each step so you know the “why” behind what you’re doing. We are your financial guides, and everything we do is designed to instill you with confidence, peace of mind, and excitement about the road ahead.
Step I - Discover & Define
Because we’re planning your life, we always begin by getting to know you better. We’ll conduct a thorough discovery so we can discuss your biggest goals, wildest dreams, and greatest concerns. Then we’ll help you clearly define your priorities so we have a clear direction for your plan.
Step II - Assess & Educate
Next, we’ll dive into your finances, gaining a full understanding of what resources you have and any planning you might have already done. We’ll assess your situation in detail, and then we’ll review our findings with you, taking time to discuss your potential risks, opportunities, and areas for improvement.
Step III - Strategize & Plan
Then, taking everything we learned in steps 1 and 2, we’ll work with you to craft a custom financial plan. This plan will outline practical strategies to protect your wealth, capitalize on growth, and efficiently pursue your goals. It will become your financial guidebook, helping you make intentional decisions as you move through life.
Step IV - Implement & Experience
When you choose us to implement your plan, we will communicate with you regularly throughout the process. Then as time goes on, we’ll monitor your progress, helping you stay on track and adjust your strategies as your life evolves. Our goal is that in every season, you have a clear plan for what comes next, so you can fully enjoy the one you’re in.
And Jabez called on the God of Israel saying, “Oh, that You would bless me indeed, and enlarge my territory, that your hand would be with me and that You would keep me from evil, that I may not cause pain.” So God granted him what he requested.
— 1 Chronicles 4:10 —
Get In Touch
4308 N. McColl Road
McAllen, TX 78504
Call: (956) 630-9120
BrennanA@ft.NewYorkLife.com
ArmondoJBrennan@TheNautilusGroup.com
Be sure you know—it’s two o's "Armondo”!