Our Process

At Baune Financial, we believe in "Navigating Life by Design®" where our clients' financial decisions are made in the context of a strategic financial plan that is customized to their specific situation. We are a full-service financial security planning firm serving successful executives, business owners, and other professionals throughout the United States. Our goal is to provide value in every relationship through high-integrity, independent, and confidential advice and service. Because of our clients' busy lives, we’ve developed a streamlined planning process that efficiently brings clarity, purpose, and confidence to their personal planning and decision-making process.

Baune Our Approach graphic

Every client’s financial plan is individually tailored and yet dynamic and adaptable to changing circumstances. Insurance, investment, and estate objectives are integrated together into a complementary blend of strategies and tools that constantly seeks to address the two fundamental questions of sufficiency and efficiency:

  • “Will we have enough?” (question of sufficiency)
  • “Are we making the best use of our resources?” (question of efficiency)

We believe that our approach, expertise, experience, creativity, and superior financial strength of Northwestern Mutual gives us a unique competitive advantage. Our flexible framework of analytical modeling facilitates the decision-making process much like a CFO supports a CEO. Overall, our approach is most appreciated by project- and process-oriented decision makers, such as executives, accountants, consultants, business owners and other professionals, who desire the same level of rigorous testing and validation in their personal planning as in their professional vocation.

BF Group refers to BF Group, LLC, a limited liability corporation registered in the state of Minnesota. BF Group, LLC is not affiliated with Northwestern Mutual or any of its subsidiaries. 'Navigating Life By Design' and 'Charting Your Course to Financial Security' are service marks of BF Group.