Our Financial Planning Services


Financial Checkup

A Financial Check-up is a project-based engagement to assist clients who want to answer a specific question about their finances.  We bill for this service on an hourly basis at our standard rates.  A financial check-up can provide a low cost review of your financial health: cash flow, risk management, retirement planning, and savings with a focus on identifying actions you can take to improve them.  Usually accomplished in one or two in-person sessions with a summary report of results.

Comprehensive Financial Plan

This is the starting point for an ongoing financial  planning relationship.  It begins with an in depth analysis of your financial position, financial goals and priorities with a detailed written plan of recommended short and long-term actions to help you achieve your goals.  A full financial plan will require several sessions to: 

•    Develop a detailed picture of your current financial position 

•    Identify and prioritize your goals and objectives 

•    Develop alternative scenarios for achieving those goals 

•    Settle on a specific recommended plan and identify the action steps required to implement it. 

As part of the ongoing relationship we can help with plan implementation, or you may decide to put your plan into action yourself. We are always ready to assist and provide guidance and investment advice when it is needed. 

Annual monitoring and updating of the plan is available and recommended as an additional service and is required for clients for whom we provide asset management services. 

Asset Management

Fuller Brook has entered into an agreement with Morningstar Investment Services LLC to offer their Morningstar Managed Portfolios program to Fuller Brook clients.  Under this program, Morningstar Investment Services provides active management of mutual fund, ETF and stock portfolios.  Morningstar Investment Services’ lineup includes many portfolio options that together are called Morningstar® Managed PortfoliosSM.  Each portfolio is built for the long term and designed to help you stay on track to you’re your goals.  Morningstar Investment Services and Fuller Brook Financial Partners will work together to provide a comprehensive asset management solution for our clients.

Morningstar Investment Services LLC is not affiliated with Fuller Brook Financial Partners, LLC.

Morningstar® Managed Portfolios℠ are offered by the entities within Morningstar’s Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, as part of a discretionary investment advisory service or as model portfolios to third-party advisory programs on a discretionary or non-discretionary basis. Morningstar Managed Portfolios offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. It is important to note that investments in securities (e.g. mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. There is no guarantee that the results of advice, recommendations, or the objectives of your portfolio will be achieved. There is no guarantee that negative returns can or will be avoided in any of Morningstar Managed Portfolios’ portfolios. An investment made in a security may differ substantially from its historical performance and as a result, you may incur a loss. Past performance is no guarantee of future results. Diversification does not eliminate the risk or experiencing investment losses.

 A description of the fees we charge for these services is available in our ADV Part 2 Brochure as well as our Fee Schedule which can be downloaded from the link on the Contact Us page