Budgeting Communication Estate Planning Financial Guidance 
eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.
Brown Advisory
MAY 4, 2020
. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives.
Brown Advisory
SEPTEMBER 4, 2019
Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. Accounting: The client has outsourced its accounting infrastructure, and we now maintain a more direct day-to-day communication channel with the client's accountants.
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