Everything we do at Danstrom Financial Planning starts with a goal: your goal. We believe there is power in knowing what you want to achieve, and then setting a plan to accomplish it.

That is why we utilize the seven step financial planning process laid out by the CFP® Board for every client goal. Together, we will uncover where you are today, help you establish achievable goals, and develop strategies to help you get to where you want to be. Then we will work together to put the plan into motion, benefitting from outsanding research, top investment offerings and state of the art technology.

Most critically, we don’t stop there. We want to partner with clients for the rest of their lives to help them stay on track and achieve more for them and their families.