Our Services
Morally Responsible Investing, Life and Legacy Planning
Our Five Star Process:
Life Plan
Current Financial Plan
Implemented Plan
Monitor with Face-to-Face Reviews
Plan for Life Changes
Enhancements & Derailments
Investment Management
Budget
Emergency Fund
Debt Management
Tax Planning
Risk Management
Needs Analysis
Life, Health, Disability
Auto, Home, Umbrella
Supplemental,
Long-Term-Care
Retirement Plan
Current Plan/Goal
Investment Plans in Place
Monthly Savings on Target
Tactical & Strategic Asset Allocation
Financial Estate Plan*
Location of Documents known to Successors
Family Meeting
*Council Tree Financial and Michelle Bauer do not provide legal advice. Please consult an estate planning attorney on these topics.
How We Work
We focus on working with families and professional Christians who desire to look at finances from a biblical perspective. We utilize a disciplined approach for every one of our clients to develop a Comprehensive Wealth Management Plan. We desire a broader and deeper view of your finances and how they align with the 13 Wealth Management Issues which our research and experience shows are typically not effectively addressed.
Our Resources
We are supported by an exceptional back office which allows us the ability to collaborate with many other planners across our state & nation. USA Financial Securities is an Independent Broker Dealer so we have no quotas or product lines that we need to sell you. What this means for you, is that our clients best interest is kept in mind first and foremost.
Our Council Tree Team
We are a member of the National Association for Christian Financial Consultants and a member of the Kingdom Advisors. In addition, Michelle is a certified instructor for the Biblical Stewardship Series. But, let me tell you why we love what we do…we know we are making a difference for our clients and their families for generations to come.
