Our Financial Planning Process

A clear, transparent path from your first conversation to an ongoing financial planning relationship.

As a fee-only fiduciary firm, we believe financial planning should be straightforward.

Here’s what you can expect when working with La Crosse Financial Planning.

COMPLIMENTARY

Discovery Meeting

NO PREPARATION, NO OBLIGATION

30 – 60 MINUTES

Discovery Meeting

What We’ll Discuss

  • Your goals
  • Investments
  • Tax questions
  • Retirement concerns
  • Estate plan considerations
  • Whether we’re the right fit

What You’ll Leave With

A better understanding of your situation, answers to your initial questions, and clarity on potential next steps.

Strategy Session

PERSONALIZED FOR YOU

60 – 90 MINUTES

Strategy Session

During This Meeting

  • Review your current situation
  • Identify opportunities
  • Discuss potential strategies
  • Explain how we could help
  • Review fees & next steps
  • No pressured decisions

After We Meet

You’ll have a clearer picture of where you are today, what your path forward could look like, and how our team can help.

Welcome Meeting

TIME TO GET STARTED

30 MINUTES

Welcome Meeting

If you decide to move forward, we’ll begin implementing your financial plan.

This Includes

  • Account setup & transfers
  • Organizing financial info
  • Planning roadmap

The Goal

Create a strong foundation for your ongoing planning relationship.

Ongoing Planning

KEEPING YOUR PLAN CURRENT

1-2/YEAR or AS NEEDED

Ongoing Planning

Financial planning isn’t a one-time event. We’ll continue to help you with:

  • Retirement planning
  • Investment management
  • Tax planning
  • Estate planning coordination
  • Major financial decisions
  • Ongoing reviews
Schedule Discovery Meeting
Complimentary | No Obligation | No Sales Pitch

Why Choose La Crosse Financial Planning?

Integrated Planning

Investments, taxes, retirement, & estate planning all under one roof.

Fee-Only Fiduciary

No commissions. No product sales. We provide advice in your best interest, always.

Experienced Planners

Multiple CFP® professionals with specialized expertise working together for you.

Common Questions

Good question, our Advisor Match Tool is here to help!
Advisor Match Tool
Absolutely not. Please feel free to bring any documents, figures, or questions you may have. But, no prep is required for our Discovery meeting.
They are! We believe the best relationships take time. To make sure you feel comfortable with our team and where we are headed, the first two meetings are completely free.
NEVER. Our fee-only fiduciary commitment ensures that every decision is in your best interest, and our advisors do not earn commission on any products, ever.
That’s okay! We understand the timing isn’t always perfect to get started right away. However, we always encourage people to go through our Discovery process sooner rather than later.