We want to meet you first. It costs you nothing except some time and a pleasant visit with us to share your goals and current situation. Confidentiality is paramount to us. We will set out to meet as regularly as you desire and update you as we deem necessary. Two-way communication is vital. We want to know when circumstances in your life have changed so that we can adjust your plan accordingly.
In 2018 we sought Judy Schrempf's services to advise us on planning for our financial security in retirement. We made a big decision to sell our family farm which was a very emotional time for us. It was important to find someone who understood our goals and even our fears in regards to our future.
In 2018 we sought Judy Schrempf's services to advise us on planning for our financial security in retirement. We made a big decision to sell our family farm which was a very emotional time for us. It was important to find someone who understood our goals and even our fears in regards to our future.
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Before we can plan your investments, it is important that we understand what is important to you. Spending patterns can be a good indicator of what you value most, but it can require some intentionality to ensure that your money goes to what you value. Everyone is different in their lifestyles, interests and hobbies.
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I am a Certified Financial Planner (CFP) who focusses on understanding my clients' goals and values. My service to you, the client, is to build financial plans that become guiding documents for living a good life. As I believe there is always something new to learn, I am committed to continuing education that gives me the ability to provide my clients with up to date, thorough and sound advice.
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