• Plan for what matters...Family

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  • Plan for what matters...Caring for loved ones

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  • Plan for what matters...Freedom in retirement

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  • Plan for what matters...Confidence

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  • Plan for what matters...Peace of mind

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Hourly, Fee-only Financial Planning that Is Aligned with Your Life Goals

Welcome to independent, Fee-Only Direction Financial Management, LLC. We are a Registered Investment Advisor (RIA) with offices in Germantown, Wisconsin. We invite you to spend a few minutes looking through our site to get to know us and see how we can help you. We hope you discover how we are not your typical advisor. Direction Financial Management, LLC was created for you.

Let’s Get Acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you. A brief phone call is required prior to scheduling. Contact Us

We Believe

We believe our work together will help you plan for what matters, provide direction and navigate life’s transitions by:
  • Helping you build a better relationship with money
  • Creating a feeling of security
  • Ensuring your family is taken care of
  • Giving you peace of mind that the details are covered
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What We Do

Whether you seek advice on a one-time or an ongoing basis, we offer a level of service appropriate for your needs. Services offered by Direction Financial Management include the following:

  • Personal Financial Planning
  • Planning for Retirement
  • Financial Checkups
  • Investment Consultation
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Our Philosophy

At Direction Financial Management our guiding philosophy is that:

  • We are independent
  • We are fee-only
  • We work with everyone
  • We act as fiduciaries on behalf of our clients
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