Current Financial PlanImplemented PlanMonitor with Face-to-Face ReviewsPlan for Life ChangesEnhancements & Derailments
BudgetEmergency FundDebt ManagementTax Planning
Needs AnalysisLife, Health, DisabilityAuto, Home, UmbrellaSupplemental,Long-Term-Care
Current Plan/GoalInvestment Plans in PlaceMonthly Savings on TargetTactical & Strategic Asset Allocation
Location of Documents known to SuccessorsFamily Meeting
*Council Tree Financial and Michelle Bauer do not provide legal advice. Please consult an estate planning attorney on these topics.
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.
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.
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.