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We'll help solve your two most pressing financial issues effortlessly with the guidance of a Certified Financial Planner (CFP®).

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Effortlessly collaborate with a Certified Financial Planner (CFP®) who will develop a comprehensive plan that will help you live your best life.

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Popular on the Lifewise Blog

11 Questions to Ask a Prospective Financial Advisor as a Young Professional

In today’s blog post, we outline 11 questions to ask a prospective financial advisor to ensure that you find someone you can trust, that is knowledgeable, and that can grow with you throughout your career as a young professional.

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How Much Life Insurance Do I Need as a Young Professional?

One of the most common questions we hear from the young professionals we work with is “how much life insurance do I need as a young professional?” This question and ultimately the answer are increasingly important for young professionals, especially as big life events like marriage and children occur.

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11 Reasons to Hire a Financial Planner

We’ve written before about the intangible benefits of financial planning and how it can be difficult for young professionals who have not gone through the process of building a financial plan to fully grasp its benefits. Which is why in today’s blog we’ll outline 11 reasons to hire a financial planner using real life examples of ways individuals have benefited tremendously from the planning process.

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What John Oliver Revealed About the Financial Services Industry

John Oliver and his hit HBO show, Last Week Tonight, took aim at the financial services industry recently and the video has gone viral. He does a fantastic job of calling out many of the things that are inherently wrong with the financial services industry.

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What Exactly is Financial Planning?

When you go to the car dealer to buy a car, you almost inevitably drive away with a big tangible reminder of what you just exchanged a lump sum of money for. Same thing when you go to the mall, get a haircut, buy groceries, the list goes on. Whatever it is, there is a tangible reminder of exactly what you purchased with your hard earned money. Unfortunately financial planning isn't a tangible thing, but it remains incredibly valuable.

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Meet the Lifewise Team

“We started Lifewise in 2015 because young professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." –Matt Cosgriff, Certified Financial Planner at Lifewise

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We promise to never: talk using industry jargon. | use fax machines. | charge hidden commissions. | refer you to a call center. | talk first, then listen. | tell you it's "free" if it's not.

Questions? Contact us. We’re here to help.


3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431

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