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Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130

Creating Your Plan

Creating Your Plan

Embracing the concept of defining and planning your ideal life, and taking action to make it a reality.

What is a financial plan?

A financial plan is comprehensive, written document, that is used as a roadmap to help you achieve your financial goals. All successful plans include the following:

  1. Clearly identify your current financial situation (Assets, Liabilities, and Cash Flow)
  2. Have clear date-specific & dollar-specific, measurable goals with a detailed action plan for you to follow and implement
  3. Identifies all known risks that could derail your plan and ultimately not allow you to achieve your goals, with the preferred risk-mitigation strategy for each (premature death, disability, long term care).

Is this plan a set it and forget it document?

Your financial plan is a living, breathing document that we will use to identify your goals and track your progress. Things in your life will change, and the plan will need to change to reflect your life changes.

My Process

I believe that all successful investing is goal-focused and planning-driven rather than market-focused and performance-driven. I use a simple, common-sense approach that reflects this belief:

  1. Identify where you sit today financially
  2. Gain an understanding of your goals and what you are trying to accomplish
  3. Understand what things concern you about your situation or the future
  4. Create a written financial plan tailored to your unique situation with actionable steps to achieve your goals
  5. Implement a portfolio that gives you the best probability of success
  6. Act as your behavioral coach over the next 30-40 years helping you stay on plan, make good decisions regarding your portfolio, and avoid decisions that would harm your plan.

Please click the link below to schedule a no cost no obligation meeting with me to discuss your financial situation.