One of the greatest gifts one can give is the gift of our time.
Please see below for my Northern Minnesota office locations in Carlton and Grand Rapids.
I believe good financial planning is about caring for those we love.
My approach is designed for those who are ready to implement that plan.
If you choose to meet with me - here's what to expect:
Our First Meeting
This is our time for introductions, and for you to share what's important to you. After our conversation, you can decide if we're a fit - or you can sleep on it. I am in no rush for you to make a decision.
Our Second Meeting
This is where we go deeper into your financial situation - where you are now and where you want to be. I will be gathering information from you to help me with the next step.
My Analysis
This is when I use my resources, and experience to build recommendations specifically designed for you.
Our Third Meeting
During this meeting, you will have the opportunity to review my recommendations designed to help you achieve your stated, financial goals. You can then decide how you want to move forward.
Ongoing Strategy Meetings
Our strategy meetings will help keep your plan flexible and effective as your circumstances and priorities change throughout the years.
- Please scroll down to bottom of this page to view an interactive map of my office locations in Carlton and Grand Rapids.
- Select the "About" tab above to learn a bit more about me.
Meet My Team
Carlton Office
Mission Creek Financial Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/mission-creek-financial-group
Melisa Schwarz
- Title
Office Professional