Financial Planning and Investing Hub

With a wide range of articles and calculators, we've got you covered with everything you need to take control of your financial future.

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Financial Planning Calculators

Purpose of a Financial Plan

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The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.

We can keep you centered on your plan when faced with market downturns or enticing spending opportunities. Our team is invested in you and your family. We're committed to helping you get where you want to go.

The Financial Planning Process

Understanding Your Habits

We analyze your spending patterns and savings habits, along with your income and assets to determine whether your goals are achievable.

Developing Your Financial Plan

We want to understand what you want and what you have. This will determine how you can use your assets and income to pay for the things that make you happy.

Reviewing Your Financial Plan

Are the assumptions correct? Are there any disappointments or pleasant surprises? Do you want to change anything?

Checking In

Are the assumptions still correct? Has your definition of happiness changed? If necessary, we will update the financial plan.

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Financial Planning and Investing Resources

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What Is a Retirement Plan? A Beginner’s Guide to Saving for Your Future

Discover the essentials of a retirement plan with our comprehensive guide. Learn what it is, how it works and how it can help you save for retirement.

Dominic Ceci, Senior Vice President and Director of Portfolio Management & Trading at Johnson Financial Group

Investing 101: What You Need to Know for Long Term Financial Growth

Wondering how to build a strong foundation for financial success? In this episode of Your Money. Your Mission., Kelly speaks with Dominic Ceci, Senior Vice President and Director of Portfolio Management & Trading at Johnson Financial Group, to shed light on some key insights to help new investors navigate the complex financial landscape.

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Investing for Gen Z Women: Top Considerations for Success

Understand the importance of taking control of your financial future through investing. In this article, we provide practical tips and insights to help overcome barriers, gain confidence and build wealth.

Q&A: Young adults, financial literacy and credit cards

Susan and Julie recently led conversations with incoming freshmen at a local college. Credit cards were a hot topic. This Q&A addresses questions that regularly arise in conversation with young adults.

Cash Strategies: Safeguard Your Wealth & Maximize Returns

In this episode of Your Money. Your Mission., Kelly speaks with financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group. They provide valuable insights into cash strategies.

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Nine Topics to Know for Financial Literacy

Financial literacy is an important topic we all should be informed about. In talking with a particular client, we’ve written this article from the vantage point of a concerned son and parent.

What Is a Financial Plan?

Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.

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Why is no one talking about financial courage?

Johnson Financial Group's Joe Maier discusses the importance of financial courage and it's affects on financial planning.

Joe Maier YMYM Behavioral Investing: The Key to Financial Success

Navigating Behavioral Investing: The Key to Financial Success

Wondering how to make good decisions when it comes to investing amidst the daily barrage of negative news affecting the market? In this episode of Your Money. Your Mission., Kelly speaks with Joe Maier, Director of Wealth Strategy at Johnson Financial Group, to tackle the challenges of investing during turbulent market conditions.

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