• Financial Planning Process

Our mission is to provide premium service and the highest quality products that meet our clients' financial needs.

Successful investing begins with identifying your unique objectives, and then creating a custom, comprehensive long-term wealth plan that address these goals.

First Business helps clients prepare for life transitions from sending a child to college, selling a business, buying second home, to living your dream retirement.

Our planning process is as follows:

Discovery Goal Setting

We start with a conversation. At our first meeting we review your specific objectives, holdings, and legal documents. During this meeting we also uncover any unique circumstances, develop an understanding of specific concerns, and discuss, in detail, your tolerance for and understanding of risk.

Analyze and Evaluate

Once we have a clear understanding of your objectives, we work collaboratively evaluating your current situation and challenging ourselves to think creatively when researching solutions for your plan.

Develop and Present Recommendations

As your advocate our focus is on providing solutions. We are not in the business of selling products so you can be assured that our recommendations are aligned with your interests and customized to your objectives.

Implement and Monitor

Once we have implemented your plan, we keep you informed through regular meetings, performance reviews, and online access. As your partner, we work closely with you to make sure your plan stays on track. Monitoring your progress towards your goals is essential and we are responsive to changes in your objectives.

Certain life events offer the most appropriate times to revisit your financial plan.   

  • Inheritance
  • Sale of a business
  • Divorce
  • Marriage
  • Pending retirement
  • Birth of a child or grandchild
  • Job change

Our process ensures that as your life changes you will always have a partner and a process focused on you.  At First Business, our goal is to give you the confidence and peace of mind that comes from knowing your have a plan in place to cover your financial objectives. Start today by calling:

  • Madison: (608) 218-8000
  • Milwaukee: (262) 792-7150
  • Appleton: (920) 734-1800
  • Oshkosh: (920) 231-2400
  • Green Bay: (920) 435-5442

    FBIZ Advantage

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Have a Question?

Give us a call at 608-238-8008

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First Business is committed to helping our customers achieve their goals. Find out how we can help you succeed.
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