shape your future now

Watertown & Beaver Dam

July 17 & 19

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Looking for a class or seminar on a specific topic? Our Found Money: Tax Reform workshop is coming soon. .


Every client receives a personalized plan. Examples are coming soon, so check often. Contact us if you have a question now.


We partner with our clients to help them understand and execute personal financial action plans. Looking for more intense training, analysis, and encouragement for your life, business, or ministry? Ask us about coaching  and consulting. 

How to Hold on to Your Assets When the Market Bottoms Out

When life’s a beach, sand and time are easy, we build sand castles just for the pleasure of it. But who wants to live in a sand castle during retirement?

How Much Life Insurance Do I Need?

How much life insurance do I need? I like challenging puzzles, which makes this a great question to ponder. Unfortunately, the exact answer to this question won’t be clear until the need for insurance is upon us; therefore, we must make a plan today and be ready to...

Is Retiring with Money Possible for Average People?

I love reading about young adults who are pursuing their dream of FIRE. Some spell it FI/RE. Regardless of how they spell it, they are intentionally seeking to be "Financially Independent and Retire Early." If FIRE is the American Dream, most people never actually...

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