Financial Planning

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Purpose of a Financial Plan

The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.

We can keep you centered on your plan when faced with market downturns or enticing spending opportunities. Our team is invested in you and your family. We're committed to helping you get where you want to go.

Creating a Plan

Ask yourself these questions when you start creating your financial plan.

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What makes me happy?

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What do I want to do about that?

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What will that cost?

The Financial Planning Process

We will begin by understanding you along with your strengths and weaknesses surrounding money. 

Understanding Your Habits

We analyze your spending patterns and savings habits, along with your income and assets to determine whether your goals are achievable.

Developing Your Financial Plan

We want to understand what you want and what you have. This will determine how you can use your assets and income to pay for the things that make you happy. 

Reviewing Your Financial Plan

Are the assumptions correct? Are there any disappointments or pleasant surprises? Do you want to change anything?

Checking In

Are the assumptions still correct? Has your definition of happiness changed? If necessary, we will update the financial plan.

Retirement Planning

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Ensure you're ready when the time comes

As you get closer to retirement, we can provide you with a comprehensive proposal that evaluates your current financial plan in relation to your retirement goals.

This includes projections of your future financial welfare based on your income requirements, inflation projections, potential taxes, Social Security, required minimum withdrawals and military or other plan benefits.*

We will also provide a clear explanation of the various retirement plan options available so that your election will be appropriate based on your goals.

LEARN MORE Click here to learn more about retirement planning.

The Retirement Planning Process

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Review your retirement and financial plans

As you get closer to retirement, our team will work with you to review your retirement and financial plans so you continue to enjoy a fulfilling life upon your retirement.

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Comply with plan requirements

When you’re ready to retire, we will make sure you comply with plan requirements and accurately complete all necessary documents, resulting in a smooth and successful transition to retirement. This includes allocating your retirement assets based on your financial plan and proper distribution of your tax-deferred assets.

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Review your estate planning documents

Our team can also work closely with your attorney to review your estate planning documents to determine if you need any updates as a result of your change in status.

Johnson Financial Group and its subsidiaries do not provide legal or tax advice. Please consult your attorney or tax advisor with respect to your personal situation.

We can also help you with...

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Estate Planning

An estate plan identifies the right people to help make decisions for you in the case of incapacity or for others in the case of guardianship. It will also determine a trustee to execute your plan.

LEARN MORE about estate planning.
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Investment Management

Managing portfolios guided by your goals, sound research and a prudent investment decision-making process. 

Learn More about how we manage portfolios and our investment solutions.
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Invest Your Way

Helping you make the most of your money and your life with a variety of investments is important for creating a flexible plan based on your needs and future goals.

Learn More about how we manage portfolios and our investment solutions.
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Private Banking

Get the most from your relationship with us. As a private banking client, you’ll have solutions designed for your unique lifestyle and future plans.

LEARN MORE about Private Banking.

Related Resources

Have Questions?

We're here to help.

Give us a call at 888.769.3796 and select option 4. If you're a retirement plan participant, please select option 4, then option 1.

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This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.

Lisa Fishler
Lisa Fishler, VP Wealth Advisor, Madison, WI

Your Trusted Partner for Life's Biggest Moments

No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.

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