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DownloadAs a tech professional, you should be able to enjoy your success instead of worrying about financial decisions.
If you’re like many tech professionals, you’re more successful than you ever dreamed. Yet suddenly, your financial decisions have higher stakes. Do you spend time worrying over whether you’re making the right choices?
You deserve to enjoy your success.
At Brightview Financial…
We’ve been there. We know what you’re going through. We’ve made it our mission to spare our clients the anxiety and pain of bad financial decisions. We believe that comprehensive financial planning can bring clarity around your goals and, most importantly, peace of mind.
We can help you find a path through the labyrinth of financial decisions you face by:
• Creating a goals-driven financial plan
• Organizing and executing an investment strategy
• Acting as a trusted partner to help you anticipate and avoid pitfalls
What We Do
We help you navigate a complex financial landscape so you can focus on what’s most important to you.
Spending your energy on career growth means there’s less time to manage your financial life. We partner with you to envision and implement a financial plan that frees your mind—and your calendar—for other priorities.
Who We Help
Our clients are busy professionals, just like you.
Take the stress out of managing your financial life. Through our engagement, you’ll gain clarity around your financial goals so you can take a break from the never-ending financial decisions that you face.
How We Work
Your goals and questions are unique. So is your plan.
Customize your financial plan based on your unique needs with our PEACE process, even as they change over time. Through our ongoing engagement, we’ll work to empower you to feel financially secure so you can enjoy your success.
Brightview Financial has expertise in:
Investments Do you have a solid investment strategy that aligns with your long-term financial goals and risk tolerance? 
Employer Stock Strategies (concentrated stock positions) Employer stock is a great way to grow wealth. But when should you diversify in order to protect that wealth? 
Buying a Home or Investment Property Do you need help figuring how real estate fits into your overall financial picture? 
Employee Benefits Are you taking the maximum possible advantage of your employee benefits? 
Charitable Giving Did you know that there are tax-advantaged ways of supporting your favorite charities? 
College Savings How much should you be saving for college? What approaches can you take if you haven't saved enough? 
Planning for Retirement Do you know if you are on the right path for financial independence? Do you need some help getting there? 
Insurance Do you have proper coverage for life, health, disability, long-term care, liability, home, and automobile?