As an independent, Fee-Only financial planner, Direction Financial Management works solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed. We do not sell any products and we do not manage investment accounts. This means you receive completely objective advice. Our approach is to provide solutions and direction to ensure you meet your life and financial goals.
At Direction Financial Management, we specialize in helping couples create a cohesive plan for retirement. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. We have no minimum account balance and no net worth requirements.
Your financial objectives may include:
-
- Better financial organization
- A worry-free retirement
- Peace of mind through proper planning
- Asset allocation and investment alignment
- Understanding your household cash flow and how it will change in retirement
- Deciding on a Social Security strategy
- Understanding Medicare and when to enroll
- Reduced tax burden
- Ensuring your loved ones are cared for after you are gone
To help you reach these important goals, our services include:
- Personal Financial Planning
- Investment Consultation
- Retirement Planning and Projections
- Tax Planning
- Cash Flow Planning
- Debt Management
- Social Security & Medicare Planning
- Long-term Care & Retirement Living Planning
- Life Insurance Needs Analysis
- Estate Planning
Ongoing Services – Financial Check-Ins (As Requested by You) or Private Client Annual Service
One thing with financial planning is certain – life changes and so will your plan. For those who want ongoing access to a Certified Financial Planner™, regular reviews of their portfolios and planning beyond the initial plan, Direction Financial Management offers hourly Financial Check-Ins on an annual or as-needed basis (as requested by you). The Firm also offers a Private Client Annual Service for those clients who have a foundational financial plan in place. Financial check-ins are an hourly review program that ensures your plan is always up-to-date. The Private Client Annual Service is an annual fixed fee program that allows you to dive deeper into your planning. Fees for each service are based on each client’s unique situation.
Benefits to you with our Ongoing Services:
- Ongoing advice by someone who understands your specific plan
- Ongoing answers to all your questions
- Help when you need it
- An updated plan according to current tax strategies
- A rebalanced portfolio
- Peace of mind that the details are covered
Want to learn more? Diane invites you to contact her directly at 414.333.3396 or complete the Contact Us form to find out how Direction Financial Management can help you plan for what matters in a manner that works best for you.
