Cultivating Financial
Well-Being

Financial Planning with Midwest Values

This concise guide blends practical financial planning with the grounded ethos of Midwestern values. The authors emphasize that money is more than currency—it’s a reflection of your time, effort, and priorities. Through relatable language and real-life scenarios, they walk readers through the essentials of retirement planning, asset management, and legacy building. The book encourages readers to take ownership of their financial future by aligning their goals with disciplined habits and thoughtful decision-making. It’s not just about accumulating wealth, but about creating a life of stability, purpose, and peace of mind.

Featured in national publications

We’re honored to be featured in these Prominent news sources

And local publications

Check out the monthly article published in our local newspaper written by Kathryn Swanson, one of our advisors.