Braid Financial Planning

Braid’s primary objective is to help people truly understand money – what it means to them and how they can use it to live their best life.

Logo for Braid Financial Planning. The word "BRAID" is in dark blue uppercase letters with a light blue curved line weaving through the "A." Below, "FINANCIAL PLANNING" is in smaller, uppercase light blue letters.

Braid’s primary objective is to help people truly understand money – what it means to them and how they can use it to live their best life. They want people to feel good about their money and not stick their head in the sand and ignore it because they don’t understand it. They want people to understand their choices and make good decisions that lead to best outcomes.

In the simplest terms, that comes from three steps: understanding where you are now, deciding where you want to be in the future and then coming up with a plan to take you from one to the other. Once a plan is made, BRAID helps you implement it in the real world by recommending the financial products you need and then regularly reviewing your progress to see if you’re staying on track.

“Joining the Edinburgh Futures Institute offers us a great opportunity to work with innovators and change makers who can positively impact the work we do with our clients. We come with an open mind and a true spirit of collaboration to be part of tomorrow’s success stories.”

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