Financial Planning

Build a Financial Plan Tailored to Your Life and Goals

Creating a financial plan can often seem overwhelming, but it is an important step forward on your way to reaching your financial and personal goals. At Trust Point, we have financial professionals available to guide your journey to financial success.

We live in a digital world with easy access to information and misinformation. Robo-advisors await at the ready, but your financial future is far too important to leave to an algorithm, and your time is too important to research, plan, implement, monitor and adjust on your own.

Plan For What's Next with Clarity

At Trust Point, our financial planning process helps you simplify complex financial decisions and secure what matters most — with fiduciary guidance built around your goals, values, and life stages.

In this video, you’ll learn:
• What financial planning really includes
• How our step-by-step process works
• How coordinated planning brings clarity and confidence
• How our Emerj360 division supports emerging investors with planning foundations

What is Financial Planning?

Successful financial planning includes taking a holistic approach at all components of your financial situation, establishing financial and non-financial goals, creating and following a customized plan, monitoring your progress and adjusting when needed. Building out a financial plan can be complicated and time-consuming to manage on your own, but partnering with a financial professional can ease the process. Our professionals are dedicated to helping you simplify and secure your wealth.

Financial Planning Resources

We know creating a financial plan can sound overwhelming, but it’s an essential step towards achieving your financial goals. These resources and guidance from our experts will help bring you clarity.

Experts at the Wheel

Our financial services team includes an array of financial professionals including CERTIFIED FINANCIAL PLANNER® professionals, attorneys, Certified Public Accountants and more who are the industry standard in expertise and are held to an esteemed code of ethics.

Group photo of the Trust Point financial planners team

7 Step Process to Financial Planning

To customize a plan that fits your lifestyle and will achieve your goals, we use a seven-step process.

Step 1

Getting to know you

Step 2

Identifying and selecting goals

Step 3

Analyzing your current course of action

Step 4

Developing recommendations

Step 5

Presentation of recommendations

Step 6

Implementing the plan

Step 7

Monitoring progress and updating

Optimize Your Tax and Investment Strategies

From charitable giving and tax-loss harvesting, to choosing a retirement planning vehicle that will work best for you, there are several strategies that can help you achieve tax-efficiencies. Our experienced professionals will work with you to create a customized plan to help you reach your specific goals.

Testimonial

It’s an honor to hear from our clients on the experiences they’ve had while working with Trust Point or our Emerj360 division. We’re happy to hear that these clients had such a great experience with Trust Point’s financial planning services!

“These sort of value-added services [financial planning] make us even happier to be clients of Trust Point. We’ve referred a number of friends and family to you, and plan to continue to do so.” – Trust Point Minneapolis client

“Thank you Brenna so much for our meeting. I enjoyed you and appreciated your answers to my questions and making me feel a bit more at ease in my retirement!” – Mary

“We truly appreciate the time and effort you’ve invested in creating our personalized financial plan. It’s clear that a great deal of attention has gone into understanding our goals, and we are grateful for the guidance and insight you’ve provided. We truly value your expertise and look forward to staying in touch to ensure our plan stays aligned with our goals.” – Kristen

Locations

La Crosse, WI

Minneapolis, MN

Eau Claire, WI

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Focused on the Future

We have over a century of experience guiding our clients to build and live their legacy. Our past can build your future. Our industry-leading experts will always give you research-based, impartial advice to achieve your goals.