There’s one fundamental difference between Brightworks Financial Planning and typical financial service providers. Our model is focused on delivering a comprehensive plan for managing YOUR wealth long-term, not simply selling you products today.
We can then work with you to implement that plan, revisiting and updating as life necessitates.
So we take the time to get to know you–your fears, your goals, your dreams for the future. First, we ask the right questions. Then, we map out a customized plan designed to work toward getting you where you want to go, financially speaking.
The fact is, you’ve spent a lifetime getting to this point. For that reason, we approach the planning process with an acknowledgement of, and deep respect for, the journey you have traveled thus far. You have our word that we’ll do all we can to support you as you move forward, providing strategic guidance that aligns with your personal values. We can help–whatever your ultimate goal, that’s our destination.
Columbia native David Poole likes to call himself a purist. He is most proud of the firm’s unique approach. “We haven’t corrupted financial planning to sell particular products,” he explains. “Instead, we let the plan dictate the recommendations. The plan is paramount.”
David’s focus is on relationships not transactions—a perfect match for his current role at Brightworks. He has earned numerous awards throughout his career and previously served as President of the Midlands Financial Planning Association, Director of the CFP® Certificate Program at USC’s Moore School of Business, and Adjunct Professor for the CFP® Certificate Program at the Moore School of Business.