Financial Planning

Financial Planning Services in La Crosse

Wondering if a financial plan is right for you? Anyone, regardless of age or financial situation, can benefit from a financial plan. We’ll help you define your goals and values, then develop clear strategies to help you achieve them. Best of all, you will have a dedicated professional by your side ready to answer your questions and provide peace of mind as you work toward a confident financial future.

Your Personalized Financial Plan

At Trust Point and Emerj360, we take a 360-degree view of your financial situation to create a financial plan that fits your unique needs. Here are just a few components we consider beyond a typical budget:

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

Our Process

We get it – life is busy! Don’t worry, our straightforward financial planning process will help you get on track and stay on track with a personalized financial plan so you can reach your financial goals.

Here is what you can expect when creating a financial plan with Emerj360:

The Emerj360 team will collect your goals and resources through an online portal.
A CERTIFIED FINANCIAL PLANNER® Professional will review your information and build a plan based on the unique information and goals you provide.
You will meet with the Emerj360 team to go over recommendations for investment allocation, tax strategies, budgeting, debt paydown when it makes sense for you to start taking Social Security and more.
A summary report of your plan, and a letter with recommendations and next steps will be sent to you.
You will meet with us at least every three years, or more often if a major life event happens or if you choose more frequent meetings, so your plan stays updated as your life needs and goals change.

The Value of Certified Financial Professionals

Almost anyone can call themselves a financial planner. Here are some examples of what sets certified professionals apart:

Acquired years of experience
Passed a comprehensive exam
Fulfilled rigorous requirements
Committed to strict ethical standards

The certified professionals at Trust Point and Emerj360 will work with you to develop and implement your financial plan.

Financial Coaching

Our experienced and dedicated team puts education at the forefront to bring you insights that will help boost your financial confidence and prepare you for the future. We are here to meet with you one-on-one when you’re ready to have a conversation about your unique financial goals and create a plan.

Complimentary Financial Planning Guides

Our downloadable guides centered around financial planning provide extra value to you in the form of booklets, checklists and more. Request your complimentary copies.

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Let's Talk About Your Financial Future

Ready to take control of your financial future? Schedule a meeting with one of our dedicated certified financial professionals and discover how a personalized financial plan can help you achieve your goals.