Broker Check

About

WELCOMEWe're in This Because We Like Helping People

WELCOME
We're in This
Because We Like Helping People

Financial planning can feel like a world full of jargon, fine print, and talking over peoples’ heads… and we think that turns a lot of good people away. That's why we do things differently. Our advisors keep conversations real, explain things in plain language, and build plans that actually fit the lives our clients are living and the goals they want to reach. We're not here to sell you something — we're here to work with you to build a plan that makes sense for you.

Why We're Different
A Few Things You Should Know About Working With Us

We don't operate like a big firm, and that's by design. Here's what shapes how we show up for the people we work with.


Our Mission

We're here to help people. We want to know you, so we can help you make smart financial decisions anchored in what matters to YOU. We don’t do lectures or pressure - our advisors offer knowledge and planning designed to actually make a positive impact on your future.


Our Vision

We want to be a financial team people trust. We like to know our clients and for our clients to know us, because we believe that makes our world a friendlier and better place. We work to help people dream and take action toward making those dreams reality, and we want to make that an engaging and supportive process.


Our Core Values

Honesty, Respect, Empathy.
Elsket, a Danish word meaning “well-loved,” is a core principle of who we are. We believe in loving people well.

Related to finance, that means taking time to listen and a commitment to open and honest communication. Using our financial acuity to help people plan for themselves and the people they care about is our focus in every conversation, every meeting, every interaction.

Meet the Team
The People Behind the Plan

We'd love the chance to introduce ourselves. Get to know the team, how we ended up doing this, and why we love the work.

Izzy  Slabbekoorn

Izzy Slabbekoorn

Social Media Coordinator

Kali Marquart

Advisor Assistant

Maggie  Slabbekoorn-Kreger

Maggie Slabbekoorn-Kreger

Director of Creativity and Operations

Mike  Kreger

Mike Kreger

Founder, CFP® Professional

Ready? Let’s Talk
We look forward to talking with you!

Whether you have a specific question or just want to see what working together could look like, we're happy to chat. No strings attached.

Let's Talk!