Because Your Best Days Are Ahead
We are a fee only financial planning and investment management firm serving the Great Lakes Region and beyond. As your financial planning partner we will empower you to make the best financial decisions for your future.
You Can Enjoy The Moment While Still Planning For The Future
I am not your typical financial advisor. Financial planning is not just about numbers and spreadsheets. A financial plan and investment strategy should be as unique as you are. You will never hear me say that vacations aren’t important, stop going to your favorite coffee shop or I am only available to you for a yearly review. Great Lakes Financial Strategies is here to help you navigate life’s storms and be a safe harbor. Let me help you prioritize what is most important to you and chart a plan that allows you to enjoy today while saving for the future.
Why Great Lakes Financial Strategies?
Life is an adventure and you should be enjoying the ride! Great Lakes Financial Strategies is a Fiduciary Firm. Nobody likes complicated. That is why I offer a straightforward fee only business model for financial planning and investment management services.
My Approach With Clients
What matters to you, matters to me.
I am here to help you develop a plan that works for you and gives you the best opportunity to fulfill your short- and long-term goals. We start with a complimentary personal consultation. It is a way for you to get to know me and for me to learn what is most important to you.
Together we can address:
- Retirement Planning
- Wealth Management
- Estate Planning
- Tax Planning
- Budgeting
- Education Planning
- Student Loan Management
- Debt Management
- Goal Setting
We encourage collaboration with your legal and tax professionals. If you don't have one, no worries; we are well networked and happy to make recommendations.
Our Process
Consultation
This is an opportunity to get to know one another. We learn what matters most to you. You will leave understanding the investment you will make to work with us and next steps to move forward.
{30 Minutes}
Discovery
After you have had time to gather essential information and relevant documents, we will discuss your current finances and make sure we have a complete picture of your goals and objectives.
{60-75 Minutes}
Chart A Plan
This time is to collaborate, evaluate and confirm that all information is complete. Strategies are introduced and we discuss the action steps with a timeline that works for you.
{60-90 Minutes}
Navigation
Life gets busy so we follow up and meet as necessary to make sure you feel confident in your financial plan moving forward. Holding one another accountable so when life happens, we can help navigate it together.
{30-60 Minutes}
On-going Planning
Work together through the year and beyond to make sure you are staying on track. This is critical as things may change during the year.
{20-60 Minutes}
