Spend more time doing the things you love, not toiling over your finances.
Lifewise Plan gives you unlimited access to one of our Certified Financial Planners who will guide you through every aspect of your finances. Looking at the big picture can feel chaotic, that's where we come in. We'll provide the guidance needed to align your finances with your goals. This is truly effortless financial planning.
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We want to get to know you, not your bank account. Come prepared to talk about what you’re hoping to get out of life and how you'd like us to help.
Either in person or online we’ll dive deep into what’s important to you by helping to clarify your perfect life and by working to define your values.
Once we’ve developed a plan for achieving your perfect life, we’ll work through each aspect of your finances collaboratively and with your input.
We don’t stop once the plan is built, instead we will work collaboratively with you on an ongoing basis to ensure you’re progressing in the right direction.
We’ve combined all the best features into one solution:
Your very own Certified Financial Planner will work to help you clarify your goals in life, organize your financial life, and create a clear plan to help you achieve those goals, both now and well into the future.
Up-front, transparent pricing and a monthly subscription model for ongoing advice help eliminate conflicts of interest to ensure that objective advice is always at the center.
The entire client experience with Lifewise is designed to make powerful financial planning effortless for those motivated and successful young professionals who lack the time to tackle their finances themselves.
Our team of Certified Financial Planners is focused and passionate about helping young professionals tackle their financial challenges, because they are wrestling with many of the same hurdles as you.
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431