At Direction Financial Management we help you plan for what matters most to you. We first get to know you and your life goals. This is the most important step in the process and it becomes the basis for all planning recommendations. We can help you determine where you are now, where you want to be, and provide specific recommendations to get you there. Direction Financial Management is an independent, Fee-Only financial planning firm and Registered Investment Adviser located in Germantown, Wisconsin.
We are committed to providing independent, objective advice. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving our clients’ best interests (please see our definitions of these words, below).
Our Mission
Our mission is simple: We want you to have comfort and confidence in all things you do financially. We help clients plan for transition into the next phase of life – retirement. We navigate the financial and lifestyle issues that arise when making the transition. Our mission is to facilitate the ability for you to plan for and create the retirement you want – free from uncertainty about your financial life.
Please read about our Client Experience — then call 414.333.3396 or email info@directionforyou.com to schedule your complimentary, no-obligation Get Acquainted meeting.
What is a Fiduciary and why is it important?
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, we take our fiduciary responsibility very seriously. This means:
- we act with undivided loyalty to our clients – your needs come first.
- we don’t sell financial products; we provide information, advice and knowledge.
- we work independently to provide sound and objective financial advice. We don’t represent a financial institution (whose primary goal is often to sell financial products).
- we disclose all charges fully and up-front, and inform clients of any conflicts of interest.
What is “Fee-Only” financial planning and why should it be important to me?
Fee-Only financial planners are paid only by their clients. They never receive any commissions, sales incentives, bonuses or special perks paid by insurance companies or other financial service entities for selling their products. Direction Financial Management is a true Fee-Only financial planning firm. Knowing this, you can approach us with the full knowledge that we will be bringing recommendations that are in your best interest only. You do not have to worry that we will need to “sell you something” in order to be paid for providing you advice.
