--- title: Financial Plan in 10 Minutes | Haddam Road Advisors description: "At Haddam Road Advisors, we believe that financial planning doesn’t have to be complicated or time-consuming. With our streamlined \"Financial Plan in 10 Minutes,\" we provide you with a quick, comprehensive snapshot of your financial health." image: https://www.haddamroad.com/hubfs/Haddam-Home.jpg --- [![Hadadm-Road-Only-Logo-White](https://www.haddamroad.com/hs-fs/hubfs/Branding/Hadadm-Road-Only-Logo-White.png?width=486&height=107&name=Hadadm-Road-Only-Logo-White.png "Hadadm-Road-Only-Logo-White")](https://haddamroad.com/?hsLang=en) [![Hadadm-Road-Only-Logo-White](https://www.haddamroad.com/hs-fs/hubfs/Branding/Hadadm-Road-Only-Logo-White.png?width=486&height=107&name=Hadadm-Road-Only-Logo-White.png "Hadadm-Road-Only-Logo-White")](https://haddamroad.com/?hsLang=en) - [About](https://www.haddamroad.com/about) - [Philosophy](https://www.haddamroad.com/philosophy) - Services - [Financial Planning](https://www.haddamroad.com/services/financial-planning) - [Portfolio Management](https://www.haddamroad.com/services/portfolio-management) - [Tax & Consulting](https://www.haddamroad.com/services/tax-consulting) - [News & Insights](https://blog.haddamroad.com/insights) - [Contact](https://www.haddamroad.com/contact) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) - [About](https://www.haddamroad.com/about) - [Philosophy](https://www.haddamroad.com/philosophy) - Services - [Financial Planning](https://www.haddamroad.com/services/financial-planning) - [Portfolio Management](https://www.haddamroad.com/services/portfolio-management) - [Tax & Consulting](https://www.haddamroad.com/services/tax-consulting) - [News & Insights](https://blog.haddamroad.com/insights) - [Contact](https://www.haddamroad.com/contact) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) # Financial Plan in 10 Minutes This concise overview allows you to see where you stand financially and identify immediate opportunities for improvement. [Scroll](https://www.haddamroad.com/financial-plan-in-10-minutes#who-we-are) ## Navigate your financial future with confidence. [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) #### [![HaddamRoad-logo-hori-green-HR](https://www.haddamroad.com/hubfs/HaddamRoad-logo-hori-green-HR.svg)](https://45773680.hs-sites.com?hsLang=en) Haddam Road specializes in providing comprehensive financial planning, investment management, and tax & consulting services. We help our clients navigate their financial journeys with confidence, support, and personalized guidance. Services - [Financial Planning](https://www.haddamroad.com/services/financial-planning?hsLang=en) - [Portfolio Management](https://www.haddamroad.com/services/portfolio-management?hsLang=en) - [Tax & Consulting](https://www.haddamroad.com/services/tax-consulting?hsLang=en) Resources - [News & Insights](https://blog.haddamroad.com/insights?hsLang=en) - [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) Company - [About](https://www.haddamroad.com/about?hsLang=en) - [Philosophy](https://www.haddamroad.com/philosophy?hsLang=en) - [Contact](https://www.haddamroad.com/contact?hsLang=en) Forms - [Form CRS](https://www.haddamroad.com/hubfs/Footer/Form-CRS.pdf?hsLang=en) Copyright © 2026 Haddam Road Advisors. All Rights Reserved. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. Investment advisory services offered through Mutual Advisors, LLC DBA Haddam Road Advisors, a SEC registered investment adviser. ![brian-kearns-financial-planner-portfolio-manager](https://www.haddamroad.com/hs-fs/hubfs/Website%20Images%20+%20Video/IMG_8381_2.jpeg?width=311&height=311&name=IMG_8381_2.jpeg) ### Brian Kearns Financial Planner &  Portfolio Manbager - Since 2012, a Financial Advisor with Morgan Stanley (2014-2017), MassMutual (2012-2014), and independent RIAs (2017-2019). - 20 years' experience in derivatives - As a derivatives trader, broker, and finance officer (reporting to Financial Services Authority the UK Regulatory body, 1996-2001). - Spent 15 years in London (1994-2009); gained an international perspective on global economy and international companies. - Traded on first electronic exchanges in US and Europe (Globex, Eurex) - Started career in commercial real estate development as an accountant (1987-1991). - Bachelor of Science, Accounting Lehigh University - Certified Public Accountant, 1989 (currently registered) - Certificate in Horticulture, Royal Horticulture Society, London 2002 - PADI Assistant Instructor, (inactive), 1990-1996 - Co-Chair Financial Planning Forum, Illinois CPA Society, 2013-present - President, Professional Community Connections - Business Network Intl., 2018-2019 - Board Member, Lake Forest Symphony, 2018-present