Financial advising with a simple
and relational approach.
Financial advising with a simple and relational approach.
"Life is constantly changing. Markets fluctuate, tax structures change, and families grow. I want to walk alongside you through the ups and downs as your financial advisor."
- Tawna Hermanson, Owner
Our Approach
Financial planning is an ongoing relationship
Your finances will change over time.
We don't expect you to be in the same financial position five years after our first meeting. This is why we schedule regular check-ins to see how life is going, get an update on your job situation, and review debt considerations.
We review your current investments and give guidance on future decisions.
It's an ongoing relationship, not a one-time session.
Taking the emotion out of money
Money is a huge source of anxiety and conflict in personal relationships. It doesn't have to be this way. I want to help you think about your investments and finances in a way that allows you to make better decisions.
Practicing what I preach
The advice I give to my clients is consistent with the decisions I make in my own life. I provide clear direction, motivation, and a neutral place for individuals or couples to discuss their finances.
Embracing the Ramsey lifestyle
It's no secret we love Dave Ramsey at my office. His approach is one of the reasons I got involved in financial advising as a profession. We promote Ramsey's principles in our financial planning and investing. I'm even a Ramsey SmartVestor Pro!
Disclaimer:
These testimonials were given by current clients. No compensation was provided for these testimonials. There are no conflicts of interest on the part of the people giving the testimonials. Featured testimonials do not represent the experience of all clients and are no guarantee as to clients’ future investment success.
Tawna Hermanson
Our Partnership in 3 Steps
Here is how most of our client relationships are structured
We meet together for an initial discovery
Create next steps to shape your future
Adjust as needed with regular reviews
Services we provide
My goal is to build a comprehensive financial plan that is right for your family. This can involve any of our core financial services, including client education, investment management, financial planning, retirement planning, debt management solutions, and life insurance advice.
Investment
Management
We are an independent firm, so we can utilize a wide variety of funds. Our goal is to help you determine what your objective, risk tolerance, and timeline are so we can manage your investments in a way that aligns with your specific plan and change things up as needed.
Financial
Planning
Planning can feel daunting and hard to execute. We break things down into smaller bites. As we meet regularly with you, we provide a next step or two in each meeting, making it a simple way to make progress toward your goals.
Retirement
Planning
At what age do you plan to retire? Even though you may not know this answer, we continue to strive toward finding clarity in your future goals so we can anticipate any changes that need to be made along the way and determine if a shift needs to be executed to continue striving toward your retirement goals.
Harnessing over a decade
of financial advising experience
Tawna started in this industry in 2008 as a service manager and sales assistant.
She studied the systems, processes, and how to handle different financial situations. After four years in that role, she became an advisor and continues to guide and direct her clients toward a brighter future.
Harnessing over a decade
of financial advising experience
Tawna started in this industry in 2008 as a service manager and sales assistant.
She studied the systems, processes, and how to handle different financial situations. After four years in that role, she became an advisor and continues to guide and direct her clients toward a brighter future.
Harnessing over a decade of financial advising experience
Tawna started in this industry in 2008 as a service manager and sales assistant.
She studied the systems, processes, and how to handle different financial situations. After four years in that role, she became an advisor and continues to guide and direct her clients toward a brighter future.
Schedule your first meeting with me.
Let's talk about your financial situation, life goals, and future plans.
The first meeting with me is complimentary!
Let's build a plan for your financial future, together.