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  • Accepting the Kindness in the Workplace Challenge

    In honor of Random Acts of Kindness Month, our office has taken the Kindness in the Workplace Challenge. We are looking forward to formally incorporating the six concepts of kindness into our daily routine — respect, caring, inclusiveness, integrity, responsibility and courage. We anticipate a seamless transition as o… | Read More »

  • Things AI can not do

    The use of artificial intelligence has exploded exponentially in recent years, and AI related companies including Microsoft (part owner of Open AI, the developer of ChatGPT)  and NVIDIA have driven the stock market to record highs. AI can achieve some miraculous things. It allows users to unlock their phone with their… | Read More »

  • A tribute to education on World Teacher Day

    A lifelong teacher, Christina believes strongly in financial education. Education infuses every aspect of the firm. Here she is pictured honoring her favorite teacher, Mrs. Schaeffer. Today on World Teacher Day we are honoring the educators who taught us the most (and some who are just beginning their teaching career)…. | Read More »

Seminars

We teach financial education classes at the University of Wisconsin - Oshkosh at Fox Cities and host free workshops periodically. If you'd like to attend a seminar, or host a financial workshop, please contact us.


To attend one of our spring class selections, which we are hosting both virtually and in person for your safety and convenience, please click on the link below:


Financial Education Classes

Active Management to Achieve Clear Goals

We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.

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