Our Proprietary Process

4-Step Process graphic

A Streamlined Approach to Your Financial Security

At Baune Financial, we believe in "Navigating Life by Design®" where financial decisions are made in the context of a strategic financial plan that is customized to your specific situation. Through our proprietary planning process, we’ll help you to identify your values, goals, and objectives, and chart the course to your financial security. Our goal is to help you maximize your wealth, minimize your tax burden, and reduce your financial risks along the way.

Every client’s financial plan is individually tailored to their needs, yet dynamic and adaptable to changing circumstances. Insurance, investment, and estate objectives are integrated together into a unique blend of strategies and tools that are designed 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)

Much like a CFO supports a CEO, the Baune Financial team is here to support you in making clear and confident financial decisions through every season of life.