The first step in our process begins with open communication. We want to hear from you!

To start your process with Schaefer Financial visit the explore a relationship page. There you will begin the process of gathering the information we need to get a comprehensive look at creating a collaborative, integrated plan designed for you. Our team has the experience you need to visualize your financial plan in depth. While our process is unique to each client our goal is to create a plan of action aimed at achieving your financial goals. Our personalized service starts with advice you can count on.

  • SFM begins with understanding your comprehensive financial picture. As your wealth management partner, our mission is to bring you and your financial goals together.
  • Define your goals to help us create a targeted plan of action will guide your success.
  • Whether you are making a small shift or completely changing your course, SFM offers personal planning strategies delivered by professionals.
  • We build pieces of your financial picture that adapts as your life evolves and grows.
  • We partner with you and coordinate with outside professionals to deliver expertise to all aspects of your financial life.
  • When it comes to implementing your plan, we guide clients in designing and managing customized portfolios that are geared toward realizing your financial goals and objectives as they grow and change.
  • Successful investing requires constant transparency, continued discipline, and ongoing review. With a relationship built on trust and deep understanding, it’s easier than ever to stay on track.