Brad Norman, CFP®
Financial Planner
Call or text: (709) 309-1990, email: bnorman@alignedcp.com
Feel Strong and Confident in your Wealth.
For over a decade, I've helped people like you confidently move towards the things that are important with them. Whether it's retirement, buying a home, building a business, or putting your kids through college, I build stress-tested financial plans, and use smart, responsible investment planning strategies, ensuring your money is protected and growing for you.
Work with a professional.
Brad is a Certified Financial Planner® professional bringing over a decade of expertise in wealth management.
Brad specializes in providing tailored financial strategies to individuals who take their money seriously, focusing on wealth-building, retirement, and estate planning. His approach emphasizes long-term relationships built on trust, transparency, and personalized service.
Here’s What To Expect
Step 1: Getting to know you
Our initial consultation is all about getting to know you and what's important. Your goals are unique, and our process is designed to tailor a unique solution specially for you, so you can be confident moving forward. Feel free to ask any questions so we can mutually determine whether we're the right fit to work together.
Step 2: Empowerment through Planning
I'll take away what we discussed at our first meeting to meticulously craft a unique financial strategy just for you. It incorporates all the work you've done up to this point, looking forward to where you want to be in the future, and map out a year-by-year strategy to make your dreams happen. At this stage, I love to hear your feedback and make adjustments to the plan as needed, ensuring you're confident in the path forward.
Step 3: Taking Action
With the plan in place, it's time to make it a reality. We lean into smart, responsible investment planning strategies that are built specifically for you. For your goals. For your risk tolerance. So you’re not being lumped into a cookie-cutter bank fund that you’re not able to customize.
The safety of your money is our top priority, and our unique investment structure allows us to better protect your money and safeguard it against potential risks that we see in the markets, and take action to mitigate those.
Step 4: Ongoing Optimization
The world changes, your goals change, and your strategy needs to change along with it. I speak with my clients quarterly to update them on their performance and progress towards their goals. You can rest assured that there's always someone in your corner with your best interests in mind who will make sense of the financial market noise and translate it into actionable strategy. And when life throws you a curve ball, I'm there to help you revise the plan, shift the strategy, and put you back on track.
If you want to take your wealth to a level where it's so strong that you no longer worry about running out of money, I'm here to help.
Want to learn more about building strong wealth?
Register now for my newsletter, where you'll get valuable insights into my planning methods and tips on how to level-up your financial position.
Frequently Asked Questions
What if I already have a financial plan?
Many of my clients came to me having worked with advisors in the past, and sometimes they have already built a financial plan. This is a tremendous head-start and gives us a good place the begin our process. I can review your current plan to identify areas for improvement or optimization. Many of my clients come to me looking for a fresh perspective or a second opinion.
What's the time commitment?
Your time is valuable and I want to respect that. My process is efficient and flexible to accommodate your schedule. I offer in-person of virtual meetings to allow you to meet however is most convenient for you. You can expect our first meeting to typically run from half an hour to an hour, but we can adapt that based on your schedule. I never over-book myself so you won't feel rushed if you want more time.
Are you regulated?
Yes. I am regulated by the FP Canada Standards Council, a division of FP Canada and follow strict compliance obligations to ensure your money is protected and properly cared for.
What if we're not a good fit?
My process is adaptable to most people's financial situations, but there are rare occasions when my services aren't the best fit for a client. It's still worthwhile to meet because I may be able to recommend another professional who is better suited to your needs.