Annual Themes

Each year we choose a theme to personally focus on and to share with our clients. Our goal is to inspire and motivate our clients in a new way each year. We encourage our clients to share their experiences with us by sending a picture or a description of their activity. As we learn more about our clients, we are able to better assist them in meeting their financial goals!

Making a Difference - 2024

Making a Difference - 2024

This year we are highlighting how we can make a large impact by making a difference in other's lives. Each month we did a spotlight on a different way to make a difference. Make sure you are following along on social media to see what our most recent spotlight is! 

January - Polar Plunge for Wisconsin Special Olympics

February - Pancakes for Roger

March - Everyone can play 

Defy Your Age - 2023

Defy Your Age - 2023

This year are goal is to inspire and empower individuals to challenge age-related stereotypes and limitations, encouraging them to embrace a proactive approach to aging.  Examples of this include:

Becoming an entrepreneur in your 20s.
Traveling the country by van in your 30s.
Running a marathon in your later years in life.

We would love to hear about any adventures you take that help defy your age. We hope this inspires our clients and others around us to take control of their aging process and continue living their best life!

Bucket List - 2022

Bucket List - 2022

This year we asked our clients to write down something on their bucket list. A bucket list can help guide and focus goals, making it a more meaningful and memorable experience. Examples given to us include:

Spend more time with family
Travel outside of the country
Complete ongoing home projects

A bucket list should reflect an individual's passions and interests. We hope that everyone completed their bucket list item during the year and can begin with a new item each year.


Gratitude - 2021

Gratitude - 2021

This theme focused on cultivating appreciation and thankfulness for the people, experiences, and blessings in our lives. We asked our clients to send a picture of them with their loved ones so we could add it to our gratitude board. 

We hope this fostered a mindset of appreciation and thankfulness in daily life. Gratitude can be found in both big and small moments and allows us to spread kindess and appreciation to others.

Whole Person: Finding YOU! - 2020

Whole Person: Finding YOU! - 2020

Self-discovery is a personal and ongoing journey. This year's theme was focused on becoming the best version of yourself. We challenged ourselves and clients to take time for themselves each day, even if it is just for a few minutes.

Finding YOU involves gaining insight into your values, beliefs, strengths, weaknesses, passions, and purpose in life.

Delivering WOW - 2019

Delivering WOW - 2019

We have a continuous goal of helping our clients make their dreams a reality. Our goal for this theme was providing exceptional support and satisfaction to our clients by going above and beyond. 

This year was focused on demonstrating our commitment to our clients by providing exceptional service or support that goes beyond what is typically expected or required. 

Getting Our Clients Organized - 2018

Getting Our Clients Organized - 2018

Becoming organized can help you lead a more productive, efficient, and fulfilling life by providing structure, reducing stress, and improving your ability to achieve your goals.

This year we encouraged our clients to organize their essential accounts as well as update their estate planning. As a tool to help with the organization we created Legacy Footprint, which is a filing system for all important documents.