Loading planner profile...
Dana Brewer
Financial Advisor & Principal
CFP®
Birchwood Financial Partners, Inc.5601 Green Valley Dr, Ste 600, Bloomington, MN 55437
Languages: English
My Approach
I believe the best financial advice begins with understanding your life, your family, and what you want your next chapter to look like. My approach is personal, collaborative, and designed to help you make informed decisions with intention and confidence.
The Clients I Serve
Philanthropists, Pre-Retiree, Women & Female Leaders
Major Milestones I Specialize In
Caregiving for Aging Relatives, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My work with clients begins with a clear understanding of their lives: their hopes, challenges, priorities, and next chapter. I believe financial advice should be tailored to each client and their family rather than based on the same answers or assumptions given to everyone. I also recognize that clients want different levels of involvement in their financial decisions. Some want to understand every detail, while others prefer to focus on the information most relevant to their goals. I meet clients where they are, welcome their questions, and help them develop the knowledge and confidence they need to make informed decisions. Working collaboratively with the Birchwood team, we consider each client’s complete financial picture and develop a personalized plan designed around what matters most to them. Clients can expect thoughtful guidance, clear communication, and an ongoing relationship focused not simply on money, but on helping them live with greater intention, confidence, and purpose.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.