Personal Financial Planning

Many people refer to the last decade as the “Lost Decade” in terms of investment returns and net worth. But all is not lost forever. There are steps you can take to repair your finances and secure your financial future. Ensuring you have an adequate emergency fund, reassessing your retirement goals and progress, and planning for college are just a few of the steps you should take now.

Brenner & Elsea-Mandojana, LLC offers financial planning services tailored to the needs of U.S. individuals located in the U.S. and overseas. Our services include:

Budget/Cash Management

Debt Management

​Retirement Planning

Education Planning

On our Media & Resources page we have included some articles and website links that will provide you with additional financial planning information and guidance. If you would like to download the financial planning questionnaire you can do so here