WHAT IS IT?

A financial plan presents a clear picture of where you stand today and helps identify what we can do to help you reach your goals.

Why do it?

You wouldn’t start driving without a clear idea about where you want to go, would you? A financial plan acts like a GPS for your finances.  It clearly lays out a path and then monitors your progress, helping get you back on track if you make a wrong turn or take a detour. Let's be honest, life happens. It's important to have a plan — and a destination in mind. We can help make both your goals and your plan for getting there simple, clear and easy to follow.

YOUR WAY TO YOUR DREAMS

Your financial plan helps clarify and quantify your goals so they become concrete and achievable. Saying “I want to retire at 60” is simply not enough to prepare yourself for actually retiring at 60. We can help find the right ways to get you to your goals, the ways that suit your life today and prepare you for the tomorrow you dream of.

How do we approach financial planning?

  • We prioritize your goals together. 
  • We clarify the big effects of seemingly small choices.
  • We empower you to achieve your goals and take control of your financial life.
  • We answer questions you might have refrained from asking before financial planning. Questions that everyone has but not everyone knows how to answer.
    Questions like: How much should I be saving to reach my goals? When can I retire? Should I buy or rent? How much home can I afford? What is an appropriate emergency fund? How much can I spend without sacrificing my other goals?
  • We collaborate. This is an ongoing process, a conversation. Your financial plan is a living document that we change and adapt to your changing needs and dreams.
  • We illuminate unknown obstacles that stand between you and your goals, like paying too much on taxes, not saving enough, missing investment opportunities.
 

Questions? Ready to talk more? Reach out to Craig today.
847.776.0184 | craig@wengerfinancial.com

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Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Road, Davenport, IA 52807. 563.326.2064. Wenger Financial and Ausdal Financial Partners, Inc. are separately owned and operated.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.