Who We Serve
We work with a wide range of clients at different stages of life and career. The examples below highlight some of the most common situations we help people navigate, but our approach is always tailored to your unique goals.
- ✔ You are just starting your career and building independence
- ✔ You are 2 to 10 years into your career, building good financial habits
- ✔ You have switched jobs and have questions about your new financial benefits
- ? How much should I contribute to my retirement accounts?
- ? Should I prioritize paying student loans or focus on saving?
- ? Is it worth investing beyond just retirement accounts?
- ✔ You recently got married or moved in together
- ✔ You are expecting a child or navigating life with your new baby
- ✔ You and your partner are ready to set and work toward shared financial goals
- ? How do we adjust our budget now that our finances are shared?
- ? How should we start saving and planning for our children’s future?
- ? Do we need life insurance or should we consider estate planning?
- ✔ You are nearing retirement within the next few years
- ✔ You are planning for the next phase of your career
- ✔ You want your finances aligned to help you work toward your goals
- ? When can I afford to retire? Will my savings support my retirement goals?
- ? At what age should I start taking Social Security benefits?
- ? How can I minimize the taxes I pay during retirement?
How It Works
Intro Call
We start with a brief conversation to understand your financial goals, priorities, and any concerns you have. This helps us see if we’re a good fit and determine if our approach aligns with your needs.
Build Your Financial Roadmap
We review your full financial picture, including savings, investments, and goals, to create a tailored roadmap. We provide guidance on how to take steps toward your objectives and help you implement your next actions.
Ongoing Guidance
As your life and priorities evolve, we meet regularly to review your progress, update your plan, and make adjustments. This ongoing support helps you stay organized and make informed decisions over time.
Contact one of our advisors to get started on your next portage!
- Virtual, Chicago, and La Crosse
- tristen.utterback@nextportage.com
- 630-339-4234 call or text
- Virtual and La Crosse
- david.utterback@sguwealth.com
- 608-385-3748 call (voice only)
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