Direct Financial Care | Financial Planning Services

Direct your financial reality. Get expert guidance that clarifies, never confuses.
A good financial plan doesn’t have to be lengthy. In fact, your financial plan can typically fit on five pages or less.

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How We’re Different

Other wealth management companies make you wade through tons of extras. They fluff up their plans up with complicated financial terms, obscure charts, and magical equations. All these extra things are designed to confuse you, hide fees, or discourage you from doing it on your own.

Direct Financial Care always gives you a straightforward financial plan that’s tailored to your needs now.

Choose your financial planning service

You’ll get all the financial strategy and expertise. None of the fluff.

Full Service

Because you’ve got enough going on already, get an expert in your corner who will help you:

Evaluate your employee benefits
Plan for retirement
Begin a college savings plan
Revisit wills, estates, and trusts documents as needed
Update investment plans
Help you find better ways to save–or spend–your money
Decide if you’re making a wise financial decision for your goals
Follow up with you and keep you on track

Choose this service when you’re ready to delegate your financial planning to an expert.

LET’S TALK

Guided Planning

Because you enjoy tinkering and crunching numbers, but you want to be sure you’re making the best decisions:

Access and learn how to use the tools the experts use
Enlist expert help who can make sure you’re on target

Choose this service if you enjoy managing your finances but would like to have someone double-check your work.

LET’S TALK

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

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Direct your financial reality. Get expert guidance that clarifies, never confuses.