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Early Investor Program

Early Investor Program

We know it can be intimidating…maybe you’ve saved into a 401K but haven’t ventured beyond. Maybe you’ve never taken the time to discuss concrete goals with your partner. Maybe you have no idea how to plan for the future.

We’ve made it easier and less intimidating to start working with a financial planner with three options to familiarize you with the financial planning process:

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Financial Assessment

With our foundational financial assessment, you’ll walk away knowing how to balance budgeting for life today while saving for tomorrow. The assessment of your current savings plan includes:

Total: $399

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Assessment & Planning (Single)

Our assessment and planning program will identify how much to save annually and how much income or total assets are required to meet your goal(s) — be it saving for college, debt reduction, or retirement. It includes:

Total: $549

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Assessment & Planning (Couple)

Our assessment and planning program is discounted for couples, which includes:

Total: $799

Fiduciary Advisors

How Our
Process Works
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1. Introduction

First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.

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2. Goal Setting

Next, well review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.

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3. Planning

Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard ensures that recommendations are in your best interest — not to sell financial products or generate commissions.

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4. Management

After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns.

Midwestern Financial Group
The dedicated team you need.
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Joseph Jay, CFA
Founder & Managing Partner
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Patrick Campbell
Founder & Managing Partner
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Andrew Picchietti
Associate Advisor