WHAT IS IT?

If your financial plan is your GPS, then investment planning is the vehicle that drives you to your destination. Some vehicles are slower but more comfortable, others quick but bumpy, and there’s everything in between. Investment planning is all about helping you choose the right vehicle for you, based on your timing, goals, wants and needs. After we help you choose your vehicle, we provide support and tune ups along the way to help protect the health of your financial plan in light of the inevitable changes you’ll face along the way. After all, you wouldn’t drive on the same tires in a sweltering desert as you would on a snowy mountain road. We can help you navigate all of life's financial roads. 

BUT IS IT RISKY BUSINESS?

At Wenger Financial, we lead with listening so we can help you identify the right approach for your life and your goals. We'll work together to determine how much risk you should take. We'll talk through different approaches to understand how much risk you're comfortable taking. And we'll work together to illuminate obstacles and opportunities to help clear a path for your future. As cool as Tom Cruise looks singing to himself, we don't want to see anyone caught in their underwear. Instead, we'll make a plan to keep you in whatever kind of pants you want to be in. Swim trunks and hula skirts included.

TODAY & 
TOMORROW

In our investment planning process, we'll develop different strategies for long-term goals like retirement, and for investing for more short-term goals, like buying a home.

Money is emotional. Ordinary events and short-term losses can cause people to compromise long-term goals. Having a long-term investment strategy can help you see the forest through the trees. And act as your compass to both navigate unexpected obstacles and reach great summits.

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