Client Portal 
SERVING CLIENTS NATIONWIDE
One Investment.
A Lifetime of Clarity.
ATTAIN PEACE OF MIND. MOVE ON WITH YOUR LIFE.
BRIAN HENNAMAN, CERTIFIED FINANCIAL PLANNER™
Serving:
- Widows and Widowers
- Current Military/Military Veterans
- Mid to Late Career Individuals/Couples
- Pre-Retirees
- Beneficiaries of an Inheritance
Just a Conversation is a unique Investment Advisory/Financial Planning service born out of my 30 years of experience serving clients as a Financial Advisor. I have found most clients do not enjoy all the charts, graphs, and spreadsheets typically thrown at them by financial planners. They just want to have a conversation with a trusted advisor, and they want a checklist – a streamlined, actionable checklist tailored to their unique situation. “Here is what you should do to optimize your finances…step 1, step 2, step 3, and so on. That’s what I offer – the same sophisticated advice I’ve always given my clients – summed up in concise, easy to understand checklists. For more on the power of checklists – check out the book “The Checklist Manifesto” – by famed surgeon Atul Gawande https://atulgawande.com/book/the-checklist-manifesto/. For folks who are looking for a sophisticated, yet straightforward, easy to understand financial plan – I’m your man
Why Hire {Brian}?
Gain clarity, build confidence, and move forward with peace of mind.
No financial product sales.
No complicated charts, spreadsheets, or graphs to interpret.
Flat-fee structure that can save you tens of thousands, potentially hundreds of thousands over the lifetime of your investment portfolio.
No commissions. No hidden investment fees. Just clear, transparent advice tailored to your situation.
Sophisticated Yet {Easy To Understand} For Clients
Monthly Conversations Package
What’s included
- Everything in Standard package
- Monthly 30-min check-in call
- Same day email support (business days – direct from Brian)
- Unlimited same day telephone support (business days – direct with Brian
- No handoff to support staff — always Brian
- Significant savings vs. managed investment fees
Extended Conversation Premium Package
Most popular
What’s included
- Everything in Standard package
- Ongoing 6-month reviews (2 meetings × 2 hrs each)
- Meeting 1: Progress check-in & new questions
- Meeting 2: Solutions & next steps
- Significant savings vs. managed investment fees
Three Conversation Standard Package
One time fee
What’s included
- Conversation 1 up to 1 hr: Discovery & your goals
- Conversation 2 up to 1 hr: Tailored checklists + how to guidance
- Conversation 3 up to 1 hr: Review, accountability & next steps
- Custom checklists for your situation
- Significant savings vs. managed investment fees
Extended Conversation Premium Package
Monthly Conversations Package
THREE CONVERSATION STANDARD PACKAGE
A focused, step-by-step plan to understand your situation, create clear action checklists, and help you move forward with confidence.
EXTENDED CONVERSATION PREMIUM PACKAGE
Everything in the standard plan, plus ongoing reviews and deeper guidance to keep you on track over time.
MONTHLY CONVERSATIONS PACKAGE
Continuous support with regular check-ins, plus unlimited access for questions and advice whenever you need it.
Clear Financial Guidance for Life’s {Important Decisions}
“I could expound on my depth of experience as a financial advisor/planner, I could expound on all the designations I have held and all the clients I have helped, and you can see all of that if you care to – on the “About Me” page.
I’d much rather talk about YOU – YOU are the reason I am in business. YOU as a prospective client/future client are the focus of my attention. I built this financial practice for YOU. What are your hopes and dreams? How does money intersect with those hopes and dreams? What are your fears around you investments/finances? What gives you pause for concern, or even anxiety about your financial situation? What about your financial situation do you feel confident about? Would you like to understand elements of your financial plan you should have in place that you may not have thought about? What are your expectations of a trusted financial confidant? I want to get to know YOU. I am here to serve YOU.
Below are the types of clients I work with – are any of these YOU?”
–widows or widowers – Did your spouse handle the family finances? Do you need a steady, seasoned hand guiding you step-by-step as you assume this new responsibility? Are you looking for trustworthy financial guidance at a discount to the fees traditional financial advisors charge?
–Current and former military – are you looking for trustworthy financial guidance at a discount to the fees traditional financial advisors charge? Are you looking for a seasoned financial professional with a military background who can help you simplify the complexity of investments and financial planning so you can focus on the demands of your military career?
–Mid to late career individuals/couples – any net worth – are you looking for a seasoned financial professional to be in your corner – someone you can bounce any idea or question off of and receive advice with no investment or other financial product bias? Are you looking for trustworthy financial guidance at a discount to the fees traditional financial advisors charge?
–Pre-retirees trying to decide when and if you can retire – and how you should invest in retirement. Investment questions? Estate planning questions? Are you looking for trustworthy financial guidance at a discount to the fees traditional financial advisors charge?
–Beneficiaries of an inheritance – any age – any amount – seeking guidance as to how to use your inheritance to both enhance your current lifestyle and fund your long term goals? Are you looking for trustworthy financial guidance at a discount to the fees traditional financial advisors charge?
- Widows or widowers navigating finances independently
- Current or former military seeking trusted advice
- Mid to late career individuals needing guidance
- Pre-retirees planning retirement
- Individuals managing or inheriting wealth
A Simple Process. A Better Approach.
STEP 1
Share your goals and concerns
I listen to understand your unique situation and financial challenges. Every journey begins with an honest conversation about where you are and where you want to be.STEP 3
Continued financial advice and coaching to complete your customized checklists.
Personalized support to keep you on track and ensure everything gets done.STEP 2
Get personalized financial coaching to begin completing your customized checklists.
Clear action items tailored to your needs. No confusing jargon or complex charts—just straightforward steps you can understand and implement.STEP 4
Take action with ongoing support if you choose
I'm with you every step of the way. As you progress, I provide continuous guidance to keep you on track and adjust as your situation evolves.