Bringing Family into the Fold: How Susan Joy Bruno Uncovers Every Aspect of Her Clients’ Lives

As Managing Director of Personal Finance Planning at Beacon Wealth Consulting South, LLC, Susan Joy Bruno knows that financial planning is a family affair among couples, parents and children, and even extended family.

In her work as a CPA, Susan Joy Bruno considers a few different factors when it comes to collecting information from clients. She began her search for a tool that could spark conversations and get those individuals involved. That’s when she found Asset-Map.

Asset-Map has changed the game for Bruno and her clients, from the very first discovery meeting to long-term planning. She’s able to create a personal treasure map for even her most complex clients and provide a holistic overview in an easily digestible visual design. Now, she gains financial clarity for each and every client with Asset-Maps’ visually compelling reports.

Read more about the firm’s success in the Wealth Consulting South, LLC’s case study.