Brio Financial Planning

At BRIO Financial Planning, we understand that navigating the complexities of financial planning can be overwhelming. Our team is dedicated to helping single women take control of their finances and taxes, ensuring they have a clear understanding of their financial situation and the tools they need to achieve financial freedom.

About Michelle

Our founder, Michelle Morris, has a unique background that sets her apart from other financial planners. With a degree in Microbiology and experience as a Physician Assistant, Michelle has always been driven by a desire to help others. After transitioning to the financial industry, Michelle obtained her Certified Financial Planner (CFP) designation and became an Enrolled Agent with the IRS. She is also a member of the Alliance of Comprehensive Planners.

Michelle's approach to financial planning is holistic and client-centered. She believes that the best way to achieve financial freedom is by creating, implementing, and diligently following a personalized financial plan. Michelle regularly speaks on the topics of financial planning and tax to women-focused and community groups and has been quoted in The Boston Globe and other media.

Our Services

At BRIO Financial Planning, we offer a range of services designed to help single women manage their finances and taxes effectively. Our fee-only financial planning services include:

• Financial Planning: We help our clients create a comprehensive financial plan that addresses all aspects of their financial life, including investments, insurance, estate planning, retirement planning, and more.
• Investment Advice: Our team provides unbiased investment advice, ensuring that each investment aligns with our clients' unique situations and goals.
• Tax Planning: We help our clients navigate the complexities of tax planning, ensuring they pay all the taxes they lawfully owe but not a penny more.

Our Pledge to Clients

At BRIO Financial Planning, we are committed to providing our clients with the highest level of service and expertise. We pledge to:

• Always act in our clients' best interests
• Provide comprehensive and unbiased financial advice
• Continuously educate ourselves on the latest trends and strategies in financial planning and tax
• Maintain open and transparent communication with our clients
• Help our clients achieve their financial goals and live the life they desire

Contact Us

If you're ready to take control of your finances and taxes, contact us today to schedule a consultation. We look forward to helping you achieve financial freedom.