Direct Financial Care | About Financial Planners

For many people, knowing what to do (or not do) with their money can be stressful.
They wonder, “Am I making the right choice with my money? Do I have enough to retire comfortably? How can I invest my money to benefit my children and community?”

Let’s Talk

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A Certified Financial Planner takes the stress and fear out of making important financial decisions.

The best time to hire a financial planner is when:

you feel uncertain about a financial decision
you don’t have time to manage one more thing
you’re overwhelmed by the time planning takes
financial terms are like a foreign language
you’re great at your profession, but not so great at finances

Financial planning is about managing your financial complexity. It’s about creating boundaries and guidelines for your money so you can build the life you want.

Jamie Droessler, Certified Financial Planner

Owner, Direct Financial Care

I like to say that I was put on earth to do financial planning. I absolutely love helping people manage and make the most of their finances. Whether that’s helping you see if you’re on track to retire when you want to, knowing what to do with an inheritance, or helping you decide if now is the right time to refinance — I can’t wait to help you. My best days are when I know I’ve helped a client move from feeling anxious about their financial decisions to feeling calm and confident that they made the right choice.

But I didn’t start out as a financial planner. In fact, I grew up on a dairy farm in Wisconsin and got my degree in Mechanical Engineering. I had a great job doing Engineering and Management for ten years. When I started in Engineering, I didn’t know anything about stock options or personal finance for that matter. But as an engineer, I’ve always been interested in how things work and why. So I put my engineering skills to work learning all about financial planning. Pretty soon, I discovered that I loved solving financial challenges more than any other engineering problems.

So I went back to school to become a Certified Financial Planner. That’s when I realized how much unnecessary complexity was being added to personal finance. I knew it could be simpler.

I wanted to practice financial planning in a way that helped simplify people’s lives and solved their problems. Financial issues shouldn’t be a source of pain or anxiety!

Aside from talking finances, stock options, and retirement packages, I enjoy the best that the Midwest has to offer: a cold beer on a hot summer evening, quality time spent with my wife and two kids, and exploring our state parks. I also like to watch MMA fights — I guess I just really get a kick out of being in someone’s corner and cheering them on!

Are you ready to delegate your financial planning?

Set up your first meeting today. It’s on us.

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Straightforward Financial Planning

Direct Financial Care is a full service financial planning company in Madison, WI that is known for clear financial plans that work. We don’t invent add-ons or tack on surcharges. We don’t inflate the value of what we do. And we don’t surprise you with hidden fees.

100% Fiduciary, 100% of the Time

We have your best interests in mind. All the time. In fact, we believe the only way you CAN be a fiduciary is to be one 100% of the time.

Trust your financial plan to an unbiased partner who can help you see the big picture, establish attainable financial boundaries, and maximize your money.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

608-620-3385

jamie@directfinancialcare.com