Our Planning Process
Nate Elias and Nate Kruse first partnered in 2011 with a focus to provide their clients with lasting relationships built on sound financial principles while encompassing innovative solutions. Partnering with us means working with a team of professionals to help identify your goals, analyze your options, implement the most advantaged solutions, and update your financial goals in a timely manner. You’ll be confident knowing your guidance is provided by professionals dedicated to lifelong learning with designations such as CERTIFIED FINANCIAL PLANNER® (CFP®), Retirement Income Certified Professional® (RICP®), and Chartered Financial Consultant® (ChFC®).
What should I expect?
- Fact-Finding: An in-depth interview where we will ask a range of questions to better understand your goals, objectives, and any specific items you hope to accomplish. The topics covered will range from identifiable goals, to helping Elias Kruse Financial understand your values, financial philosophy, and personal preferences. The information gathered will be used to design a plan tailored to your specific needs.
- Elias Kruse Financial Builds the Plan: In a collaborative effort, our team will start designing your specific plan. Utilizing proprietary software, we’ll input your information and design your goals around the vision that you created for us in our first in-depth conversation. We’ll craft solutions and ideas to create more efficiency and resolve any potential shortfalls in your planning. With professional designa- tions highlighting our expertise, we’ll propose potential solutions both available in the open marketplace and exclusive to Northwestern Mutual, where applicable.
- Plan Review and Education: We’ll then reconvene and review our in-depth analysis and plan. Educating you to specific areas of opportunity, both around increasing efficiency and resolving any shortfalls. We’ll review potential solutions, recommendations, and an action plan to help create financial security.
- Implementation: If it makes sense to do so, we would come to a mutual decision to implement your plan with Elias Kruse Financial. At this point, we would gather any additional information needed and proceed with next steps. After initial implementation, there would be continued communication and ongoing review of your plan.