About Brian Case
Brian Case is a Financial and Business Development Consultant
Brian established his own, independent Registered Investment Advisor firm in 1999 and became a Certified Financial Planner® in 2000. This independence and certification is important because it aligns his business interests with clients’ needs. He believes in taking a “Plan First, Then Invest” approach and spending time getting to know his clients well enough to “stand in their shoes” while using his knowledge and experience to help them attain their goals and dreams.
About Brian Case
Brian Case is a Financial and Business Development Consultant Brian established his own, independent Registered Investment Advisor firm in 1999 and became a Certified Financial Planner® in 2000. This independence and certification is important because it aligns his business interests with clients’ needs.
He believes in taking a “Plan First, Then Invest” approach and spending time getting to know his clients well enough to “stand in their shoes” while using his knowledge and experience to help them attain their goals and dreams.
Hear From Customers
MArk JONES
The Family Accelerator Program from Dinner Table has truly transformed our family dynamics. The strategies we learned have helped us to establish a value system at home that has not only empowered our kids but also deepened our connection as a family. The 7 Money Skills section was an eye-opener, teaching our children about Earn, Save, Spend, Share, Invest, Protect and Borrow. The change in their perspective towards money is astonishing. We now have meaningful conversations around the dinner table and our kids are enthusiastic about contributing to the household chores. This program is indeed the best investment we've made for our family's future.
SHAWN PARKER
Dinner Table's Family Accelerator Program is a game-changer! It has provided us with practical skills to teach our children about money and responsibility. The course's focus on creating value within the home has led our children to become more proactive and responsible. They're now eager to help out around the house, understanding the importance of contributing to the family. The program also helped us create a deeper bond with our spouse and kids, making every moment spent together more meaningful. I cannot recommend this program enough!
JESSICA SANDERS
We enrolled in the Family Accelerator Program offered by Dinner Table and it has been the best decision we've ever made. The program has equipped us with the necessary tools to impart practical skills and values to our children. The section on Money Skills is a standout, providing comprehensive knowledge on how to Earn, Save, Spend, Share, Invest, Protect and Borrow. Our children are now more responsible, taking initiative to contribute around the house. Furthermore, the program has brought us closer as a family, strengthening our relationships. Dinner Table has truly redefined parenting for us!
Hear From Customers
MArk JONES
The Family Accelerator Program from Dinner Table has truly transformed our family dynamics. The strategies we learned have helped us to establish a value system at home that has not only empowered our kids but also deepened our connection as a family. The 7 Money Skills section was an eye-opener, teaching our children about Earn, Save, Spend, Share, Invest, Protect and Borrow. The change in their perspective towards money is astonishing. We now have meaningful conversations around the dinner table and our kids are enthusiastic about contributing to the household chores. This program is indeed the best investment we've made for our family's future.
SHAWN PARKER
Dinner Table's Family Accelerator Program is a game-changer! It has provided us with practical skills to teach our children about money and responsibility. The course's focus on creating value within the home has led our children to become more proactive and responsible. They're now eager to help out around the house, understanding the importance of contributing to the family. The program also helped us create a deeper bond with our spouse and kids, making every moment spent together more meaningful. I cannot recommend this program enough!
JESSICA SANDERS
We enrolled in the Family Accelerator Program offered by Dinner Table and it has been the best decision we've ever made. The program has equipped us with the necessary tools to impart practical skills and values to our children. The section on Money Skills is a standout, providing comprehensive knowledge on how to Earn, Save, Spend, Share, Invest, Protect and Borrow. Our children are now more responsible, taking initiative to contribute around the house. Furthermore, the program has brought us closer as a family, strengthening our relationships. Dinner Table has truly redefined parenting for us!