Broker Check

Jesse Langschied, CFP®

Financial Advisor

2731 Breton Road SE
Grand Rapids, MI 49546

6 Core Values

Organization

Organization

We can help bring organization to your Financial Life.

Accountability

Accountability

Helping you follow through on your financial commitments by:

 

  1. Giving recommendations that help give you a clear path forward.
  2. Having clearly defined scheduled check-ins to help make sure you are on track for pursuing your goals.

 

Objectivity

Objectivity

Showing you an outside perspective to help you avoid emotionally driven decisions as it relates to important money matters. How this is accomplished is by establishing a strong relationship and working through the Financial Planning Process.

Proactivity 

Proactivity 

We work with you in an effort to anticipate your life transitions and to be financially prepared.

Education 

Education 

Importance is put on educating our clients about their finances as well as educating ourselves with the specific knowledge needed to advise you in your unique situation.

Partnership 

Partnership 

We attempt to help you pursue the best financial life possible by working in conjunction with you.

06/19