Our Process Establishing Communication Give Broussard Wealth Management a call today to schedule your appointment and begin achieving your financial goals. Gathering Data Meet with Bart Broussard, CFP® to complete a complimentary financial review of your portfolio. Evaluating Financial Status With access to a selection of investment products from various companies, Bart Broussard, CFP® designs an approach that will accomplish your financial vision. Setting Your Portfolio to Action Implementing your proposal is an exciting part of this process that will offer long-term results. Monitoring Portfolio Progress Allow Bart Broussard, CFP® the opportunity to track your portfolio progress and fine-tune plans along the way.