Invest Your Way & See Your Best Financial Self
Reflections Life Investments and Reflections Life Planning takes a dual role in shaping your financial life and building a meaningful legacy. Founder Raina Brown’s experience as both a financial advisor and licensed attorney brings a unique perspective to these two offerings. Clients may choose to work with the companies in tandem or individually, based on their needs.
Raina approaches her work from an end-to-end scope, looking at clients’ financial lives as two bookends—with wealth building on the left and estate planning on the right. At Reflections Life Investments, Raina uses a 3-step process to learn about their goals and craft tailored solutions to enhance the overall financial picture. Her mission is to guide clients down a path to personal fulfillment by investing in a way that’s right for them.
By understanding clients’ goals from the financial advisor viewpoint, coupled with her legal expertise, Raina can holistically implement estate planning strategies. When working with Reflections Life Planning, Raina crafts will-based or trust-based legacy plans that preserve family wealth and provide peace of mind for the next generation.