Broker Check

Jesse Langschied, CFP®

Financial Advisor

2731 Breton Road SE
Grand Rapids, MI 49546

Financial Planning Process 

We believe a sound financial plan begins with establishing a strong foundation rooted in your needs, values and personal goals. Three words describe this process: Listening. Planning. Advising.

Listening 

Listening 

Every financial planning experience begins by listening to you are client. We want to know who you are and where you want to go with your financial future.

In the early stages, we’ll gather information and work with you to help identify and prioritize your financial goals.

Planning 

Planning 

Working together through in-depth research and analysis, we develop personalized strategies to help you reach your goals. We accomplish this through comprehensive analysis of your financial information, ultimately proposing appropriate solutions suited to your unique situation. Leveraging our experience and expertise, we will save you time and simplify the process.

Advising 

Advising 

Because the responsibility to reach your goals is both of ours, we strive to be lifelong partners as you pursue your financial aspirations. Along the way, we’ll regularly review and monitor progress and take necessary actions. Implementing strategies and initiating progress reviews are the difference between dreaming the dream and living the dream.

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"He who fails to plan is planning to fail."

Winston Churchill

Our Core Values 

Our Core Values 

We have built our practice on six core values.

Learn about are 6 core values
Events Calendar 

Events Calendar 

As a way to show appreciation, and as a way to continually educate you and those you know. We hold regular events and workshops throughout the year.

See Calendar of Events

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

10 Questions to Ask Your Financial Advisor

10 Questions to Ask Your Financial Advisor

Learn more
<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Learn More
<p>Social Security: The Elephant in the Room</p>

Social Security: The Elephant in the Room

Learn More

My mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. To learn more about about my Financial Planning Process or if you have a question please contact me today.

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