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Personal Financial Planning

Our Process

Through our six-step process, we work closely with you to identify goals, analyze your balance sheet and develop influential wealth management recommendations. We also bring together your various advisors, including accountants, attorneys and bankers to make sure everyone is working toward a common goal with their support to you.

1-on-1 Meetings

Our initial steps help define how we will work together. We can work in person or virtually.

Goal Setting

We want to learn what matters most to you. We'll determine goals and begin to gather your financial information.

Fiduciary Analysis

Our team will analyze your information and develop strategies based on your goals, stage of life, and risk tolerance.

Customized Recommendations

We develop recommendations based on real experience rather than pre-listed products.

Financial Plan

With your comprehensive financial plan as the foundation, our advisors will guide you on your financial journey, leading you along the path towards goal achievement.

Ongoing Follow-Up

We work with our clients ongoing. We monitor your progress to keep you on track.

Personal Financial Planning Resources

Financial Planning for Millenials

1 in 4 Millennials are “not sure” how their retirement savings are invested. How do you stack up? More Personal Financial Planning Resources for Millenials

Rising Inflation: Where Will It Go from Here?

Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects. In March 2021, the Consumer Price Index for All…

Quarterly Market Review:  January-March 2021

The Markets (first quarter through March 31, 2021) As we closed out 2020, the overwhelming sentiment entering January was that it couldn’t get much worse. Unfortunately, January did not start…

Where Millennials are Buying Homes

The areas might surprise you – and are likely to see prices continue to rise Housing has been on a tear for the past 10 years, with homes currently going…

As Seen in St Croix Valley Magazine

Ballast Advisors was recently featured in St. Croix Valley Magazine’s April/May 2021 issue on our comprehensive financial planning services.