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.