Comprehensive Financial Planning
As an independent fiduciary firm with a team of CERTIFIED FINANCIAL PLANNER® professionals, we inspire our clients to dream big for their life and legacy. Together, we create a personalized financial plan that helps them live fully and make a lasting impact.
Financial Advice for a Lifetime
Developed by our team of CERTIFIED FINANCIAL PLANNER® professionals, every MPPL Blueprint is built through a collaborative, personalized process designed around your goals, values, and financial complexity.
1. Learning About You
From day one, we’re committed to understanding your goals, values, and priorities. Through in-depth discovery, we assess your unique situation and how it connects to every financial aspect of your life.
2. Analyzing Data in the Context of Your Life
We analyze how the different aspects of your wealth interact and impact your goals. For complex situations, our handpicked advisory team of specialists collaborates across disciplines to strategically recommend the best options for your unique situation.
3. Collaborating on Your Options
We present our findings and recommendations through an interactive process that combines deep discussion and visual data analysis—exploring opportunities, addressing concerns, and solving challenges from every angle.
4. Empowering You With a Financial Blueprint
Your personalized MPPL Blueprint is a comprehensive financial plan that maps your path forward. Securely stored in an encrypted digital vault, it stays current by linking to your financial accounts—providing clarity as you move toward your envisioned life.
5. Proactive Monitoring & Updates
Your MPPL Financial Blueprint is continuously adjusted to your evolving life. We regularly review and refine it with you, ensuring you stay financially aligned with your goals while adapting to both opportunities and challenges.
Experience Our Unique Advisory Approach for Greater Results
Complex financial decisions often benefit from multiple perspectives. That’s why we take a collaborative, team-based approach to planning.
Every advisory team is handpicked to fit the client’s specific needs, combining our experienced advisors with specialists as necessary. These specialists come from our trusted network and include top attorneys, psychologists, CPAs, business planners, investment bankers, risk managers, and more.
Our unique advisory model brings more perspectives, deeper insights, and smarter strategies—ultimately delivering greater results for our clients.
Financial Planning Areas
No two clients are alike, so neither are their financial plans. Led by our team of CERTIFIED FINANCIAL PLANNER® professionals, every MPPL Blueprint is tailored to your unique goals, priorities, and financial complexity. Depending on your needs, your plan may include:
- Education & college planning: Strategies to help fund education while balancing your broader financial goals.
- Retirement planning: A personalized roadmap for a confident and fulfilling retirement.
- Retirement income planning: A sustainable income strategy designed to support your retirement lifestyle.
- Risk management: Strategies to help protect your family, assets, and financial future.
- Stock option & equity compensation: Guidance on stock options, RSUs, and equity compensation to maximize opportunities.
- Tax planning: Proactive tax strategies designed to improve long-term financial outcomes.
- Estate, wealth transfer, & legacy planning: Strategies to preserve and transfer your wealth according to your wishes.
- Charitable planning: Tax-efficient giving strategies aligned with your philanthropic goals.
We also provide specialized divorce financial planning services through our in-house Certified Divorce Financial Analyst, CDFA.
Frequently Asked Questions
As an independent fiduciary, we provide advice that is always designed around your best interests. Because no two clients are alike, we tailor the depth and scope of the financial planning we offer to your unique goals, priorities, and financial complexity. Our approach is collaborative, and team-based, to help you make confident financial decisions throughout every stage of your financial journey.
Your MPPL Blueprint is designed to bring every aspect of your financial life together in one coordinated plan. Depending on your needs, it may address retirement planning, investment strategy, tax planning, risk management, estate planning, education funding, charitable giving, business planning, and legacy planning. We help you understand how each piece works together to support your long-term goals.
The MPPL Blueprint is your personalized financial plan and roadmap for the future. It is tailored to your goals, life stage, priorities, and financial complexity. As your life evolves, your Blueprint evolves with you, helping you make informed decisions and stay focused on what matters most.
Yes. We believe collaboration leads to better outcomes. Our team regularly works with your CPA, attorney, and other trusted advisors to help ensure every aspect of your financial life is coordinated and aligned with your long-term objectives.
Absolutely. For clients with complex planning needs, we may assemble an advisory team that includes outside subject matter experts. Depending on your circumstances, this team may include professionals with expertise in tax strategy, estate planning, business succession, philanthropy, or other specialized areas, providing additional insight to help you make well-informed financial decisions.
No. We work with individuals and families across the country through secure virtual meetings as well as in person at our offices in Duluth and Grand Rapids, Minnesota; Wausau, Wisconsin; and Crystal Lake, Illinois. Whether you prefer to meet in person or remotely, our team provides the same personalized collaborative financial planning experience wherever you are.
We don’t have a strict minimum, but we typically work with individuals and families who have $500,000 or more in investable assets or are on a clear path toward that level. Our clients are often affluent or rising affluent households seeking comprehensive, ongoing financial guidance.
Perspectives To Prosper
We meet you where you are in your financial journey, providing insights that encompass topics from the simple to the complex.
