Local Professionals Ready to Serve You

Financial Planning
in La Crosse

Anyone can benefit from a financial plan, no matter your age or how much money you have. When you create a financial plan with Emerj360, you work with local financial professionals who will prioritize understanding your goals and values in an effort to develop clear strategies to help you achieve them. Start planning today to boost your peace of mind and gain confidence in your financial future.

360-degree look

Tailored Financial Plans

Emerj360 takes a 360-degree look at your finances to ensure your financial plan is tailored to your unique needs. Here are some components we’ll consider beyond a typical budget:

Goal Setting
Cash Flow Analysis
Asset Allocation
Estate Planning
Tax Planning
Education Planning

How it Works

Life gets busy! Our financial planning process works with your busy lifestyle to help you get closer to your financial goals with a personalized financial plan.

Here is what to expect with an Emerj360 financial plan:

Our team will assess your goals and resources through an online portal.
A certified financial planning professional will review your information and build your plan based on your goals and other information you provide us.
We’ll arrange a meeting to review our recommendations for investment allocation, tax strategies, budgeting, debt paydown, Social Security, and more.
You will receive a summary report of your plan as well as a letter with our recommendations and next steps.
We'll schedule meetings every three years to review your plans. If you experience a major life event or prefer more frequent check-ins, we’re here to meet as often as needed to ensure your plan stays current with your life and goals.

Working with a Certified Financial Professional

Almost anyone can call themselves a financial planner. Only those who have acquired years of experience related to delivering financial planning services to clients, have passed the rigorous education, and are required to uphold their fiduciary duty to clients can call themselves certified. They must act in their clients’ best interest, avoid all conflicts of interest and disclose fees upfront, which is what the Trust Point and Emerj360 professionals have done for years.

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Meet with Us

Unlock the Potential of Your Financial Future

Ready to begin the journey to reaching your financial goals? Schedule a meeting with our local financial planning experts. We’ll discuss your unique goals, take a 360-degree look at your financial situation, and work together on a plan that makes sense for your lifestyle.