Financial Planning

Brilliant Financial Strategies is an independent financial planning firm that is dedicated to representing and guiding clients in their pursuit to reach their full financial potential. Our number one concern is our clients growth and transformation through our financial and tax planning process. See why people are turning to Brilliant Financial for a planning process that addresses life from all angles.

Financial Planning is the process of determining whether and how an individual or business owner can meet life goals through the proper management of financial resources. These goals can range from personal and financial goals for individuals and families, as well as business and tax planning goals for companies that are ready to take on a more strategic approach. Financial Planning integrates a process that brings into the picture all the areas of your financial life. By doing this, the planning process allows you and your financial planner to analyze these different areas and see how they all come together into your unique financial life. The synergy between all these areas is vital to address because they all come together like puzzle pieces. In many situations the actual pieces need to be worked on, tailored, and created so that they can come together efficiently.

Our approach at BFS follows the vision of our founder, Clode Moradi. Clode’s vision is to to take financial planning beyond the status quo. Clode believes that true abundance can only be experienced in it’s full as long as there is a deeper understand of money and how it is perceived and incorporated into our lives. “Money, in and of itself, is neither good nor bad. What gives it shape is how it is used in your lifeâ€. Clode is known for helping individuals and business’s not only approach their financial goals strategically, but also from a place of clarity. We at BFS believe that through clear intentions, we can better help our clients put together efficient strategic plans that have a better likelihood of making an impact in their lives and the lives of the people that come after.