Certified Financial Planner helps clients get their finances on The Right Track

(I-Newswire) April 20, 2010 - (COLORADO SPRINGS CO) April 12, 2010 – During this time of economic uncertainty, from her office in downtown Colorado Springs, Certified Financial Planner™ (CFP) Mary Brooks is helping her clients get on ‘The Right Track’ with their finances.
Brooks has recently started offering a two-hour session aptly called The Right Track Review© where clients receive a customized, real-time review of their current financial situation. This knowledge helps Brooks’ clients assess their risk tolerance and compare that information with their current portfolio allocation.

“Individuals who choose The Right Track Review end up with a clearly articulated investment policy to be used as a benchmark by which to evaluate their current portfolio holdings,” states Mary Brooks, who has been involved in personal portfolio management for more than 17 years. She adds, “The result for The Right Track Review recipient is a clear picture of their current financial position and how it relates to their big-picture dreams and goals.”

Brooks is more than qualified to coach clients through these trying financial times, holding a Bachelor degree and a Masters in Guidance and Counseling. She has also worked through the tough requirements to receive the prestigious designation of Certified Financial Planner™ making her a CFP® practitioner. Brooks has also taken training in insurance, investments, tax, retirement and estate planning and has provided personal financial counseling at a consumer credit counseling organization.

When met with concerns from individuals who don’t think they have enough money to warrant working with a financial advisor, Brooks says she has no income or investment account minimums for hourly sessions and that, “I’ve worked with people from all income levels and from all walks of life. Anyone at any age or stage seeking financial peace of mind could benefit from The Right Track Review.”

Brooks’ The Right Track Review costs $495 which includes a two-hour session, follow up emails and phone calls for 30 days to address issues covered during the session. Clients will also receive a complimentary subscription to Brooks’ informative electronic newsletter, ‘The Right Track.’
To schedule your own Right Track Review, call Mary Brooks at 719-351-0494 or visit www.BrooksFinancialPlanning.com for further details.

About Mary Brooks
Mary Brooks has a 17 year background in personal portfolio management. She’s been trained in insurance, investments, tax, retirement and estate planning. Mary is involved in volunteering within the Colorado Springs community including a seat on the board of trustees for a private non-profit residential retirement facility.

Mary has a BA degree from Grinnell College, Iowa and an MA in Guidance and Counseling from the University of Colorado, Boulder as well as holding the prestigious designation of CERTIFIED FINANCIAL PLANNER™ CFP® practitioner. This designation is awarded only after completion of a rigorous two-day examination and extensive practical experience. To maintain the license, CFP® practitioners are required to satisfy ongoing educational and ethics requirements.

Contact:
Mary A Brooks, CFP
Brooks Financial Planning
Address: 34 South Sierra Madre St, Colorado Springs, CO 80903
Phone: 719-351-0494
Email: info@brooksfinancialplanning.com

About Brooks Financial Planning:
Fee-only Certified Financial Planner

Company Contact Information
Brooks Financial Planning
Mary Brooks
34 South Sierra Madre St
Colorado Springs, CO
80903
Phone : 719-351-0494