600 Inwood Avenue North
Money is just fuel for living the life you want, and living richly means something different for each person.
Financial Life Management is a proven way to help ensure your money serves you and not the other way around. It’s an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you.
Financial Life Management will change the way you think about money—one decision at a time.
MoneyMind® helps you understand how you and your loved ones relate to money.
Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.
Start Free Exercise
The HonestConversations® exercise helps focus you on the intersection between what matters to you and what you can control.
It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.
The InvestmentViewfinderSM helps you identify your investing preferences, so your advisor can customize your portfolio to align with your financial plan.
Determine how much risk you want, how much you need to take to reach your goals – and how much you have in your portfolio.
Independent Wealth Manager
Client Services Coordinator
Director of Operations & HR
Client Services & Investment Operations Manager
600 Inwood Avenue North, Suite 260Oakdale, MN 55128
Telephone: (651) 797-3532Facsimile: (651) 797-3509