Our Process
Meet Us
Building a relationship allows us to understand your values and priorities. We get to know each of our clients to create personalized plans and build trust.
Set Goals
Tell us about your life goals and we translate them to financial goals. We help you prioritize, then together we identify financial goals with values and timelines.
Create a Plan
We create a plan based on your needs and review it with you. We make changes according to your feedback until you are happy with your plan.
Grow and Protect
As your plan is being implemented, we keep an eye on current conditions. We coach you on decisions, and together, we strive for long-term growth, leading to your long-term success.
Adjust
We review your plan with you periodically to make sure it is still the best plan for your goals. We adjust your plan based on new life developments to insure it is fitting your needs.
Achieve
Our plans our designed to help you reach your life goals. Through our careful planning and review, we have led many clients to success.
A Little More About Us
100% Fee Only…For 100% of Our Clients 100% of The Time
Private Wealth Management
At Financial Strategies, our sole focus is providing personalized, integrated, advanced financial planning and investment management services to high net worth executives, professionals, business owners, retirees, and their families.
As a Fee-Only financial advisor, we dedicate the time required to develop a financial strategy that carefully assesses your life goals and how your unique financial situation can support your dreams. Our clients are located throughout the Milwaukee area and have complex financial needs, often including executive benefits packages, and recognize the need for an advisor who can maintain the highest level of independence and objectivity.
Your financial profile is unique, so we carefully assess your values, your goals, your needs, and your concerns. Through our consultative process, a detailed plan specific to your situation is initially developed, frequently reviewed, and periodically revised, becoming a tool for guidance and decision making.