Front Porch Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. After nearly 20 years of working in the financial industry, my experience and training have given me evidence that the markets and life are unpredictable. Therefore, my approach to working with individuals is to focus energy on things that can be controlled – communication, protection, savings, asset allocation, rebalancing and expenses.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you pursue your goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your goals.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (262) 236-9022.
- Review documents and statements to determine current position
- Meeting/discussion/interview to determine goals and prioritize objectives
- Develop strategy to achieve desired outcomes
- Implement plan
- Monitor plan and make necessary ongoing adjustments
Our Investment Philosophy
Our philosophy can be summarized as “growth at a reasonable risk level.” We believe a more substantial risk lies in losing big in down markets than in lagging a little in up markets. With healthy saving habits clients do not need high-risk allocations.
We create individualized model portfolios based on a person’s ability to take risk. We rebalance when the market moves the model off of the original weightings, not based on market whims, the flavor of the day or hope. An individual’s model is revised when his/her ability to take more or less risk changes.