Why We Are Unique

At Direction Financial Management, we are not your typical advisers.  We add a fresh perspective by planning for what matters most – to you.  We design recommendations tailored to your specific situation.  We want you to understand your current financial situation and how our recommendations will help you achieve your goals.  There are no minimum requirements for net worth, income or investment account balances. We work with everyone.

Here are some more reasons you may want to work with Direction Financial Management:

  • We are professional.
  • We have the credentials and experience needed to address all your retirement planning needs.
  • We are fiduciaries who always put our clients’ interests first.
  • We do what we say we’re going to do.
  • We are flexible working with you.  We prefer to engage in long-term relationships but will also provide a one-time plan if that fits best.
  • We believe in continuing education and staying up-to-date on all things financial planning.
  • We have a passionate commitment to our profession.

Diane invites you to schedule a Get Acquainted meeting to find out if we are a good match for you. Please call us at 414.333.3396 or Contact Us to schedule an appointment.  Start planning for what matters today!