Breland Booth
Booth Financial Planning - Fee Only, Fiduciary, Comprehensive Wealth Management
- Role
- President at Booth Financial Planning
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Breland Booth
I founded Booth Financial Planning with the goal of helping people align their money with…
Experience
President
Jan 2018 — Present
No two people have the same goals and values. We help to craft a framework for making financial decisions based on your unique world view. We have created a relational-technical approach that produces a financial plan which is technically sound and personally relatable.To accomplish this, we start by getting to know you. We want to learn all about the vision you have for your life, and to explore whether we are a fit for your wealth management needs during our introductory phone call. When we decide to move forward together, we will launch into a comprehensive process that includes discovery, planning, implementation, and maintenance.
Education
Southeastern Louisiana University
Bachelor’s Degree, Finance and Financial Management Services
1998 — 2002
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