Financial Empowerment

We identify what really matters to you and that guides the purpose of your financial plan. Through analysis, we help evaluate the various options so you can determine how different choices may impact your future. Our expertise and experience can help you arrive at your desired outcome with peace of mind and confidence.

Janet Stanzak is a CERTIFIED FINANCIAL PLANNER with a Master of Science in Financial Planning with an emphasis on portfolio management. She received the Financial Planning Association's Heart of Financial Planning award in 2018. She is a national past president of the Financial Planning Association and past president of the FPA of Minnesota, and of the Rotary Club of Chanhassen.

You identify what's important to you and we evaluate the possibilities based on your financial situation. We recommend the next best steps for you integrating cashflow, retirement planning, withdrawal strategies, investment analysis, risk management and tax and estate planning. Includes regular meetings and ongoing monitoring of your plan to ensure you stay on track to achieve your desired goals.

Evaluations were solicited from up to 200,000 high net worth individuals and 10,000 financial service professionals to evaluate wealth managers that prepare financial plans and assist in their implementation. Only 7% of financial professionals in the Minneapolis/St. Paul market were selected based on highest overall satisfaction.