Broker Check
(515) 334-4080
info@pfwplanning.com
Client Login

Preparing Families for What's Next

We specialize in helping families by clarifying the unique issues of paying for college, career change, tax planning, modifying their residence, investing with innovation and then living out a adventurous second half of life.


Learn More

By clearing away the remnants of the past, a PrairieFire sparks new growth.

The same principle applies to your financial priorities.  By stripping away the old beliefs and preconceptions that build up over time, you can focus on goals that matter with a clear sense of purpose.

What is your return on life?

Well-Being

Progress

Freedom

Learn how to live the  Best Life Possible with the money you have!

GET STARTED

Return on Work

Are you getting satisfaction and meaning from the work you do? Are you compensated well for this?

Return on Residence

Is your home the right place for you? Can you comfortably afford to live there?

Return on Achievement

Are you pleased with your accomplishments in life? Have you been able to fund your needs and pursue your aspirations?

Return on Learning

Are you effectively using your finances towards education for you and your family?

Return on Leisure

Are you able to fund your hobbies and interests? Are you taking the time to visit the places you would like to see and do the things you would like to do?

Return on Health

Are you able to achieve and maintain your health without financial stress?

Return on Relationships

Have your relationships not been adversely affected by money matters? Can you take care of the people important to you?

Return on Purpose

Are you living your life on purpose? Are you able to live and give generously of your time, talent, and/or finances?

Return on Freedom

Is your money being used in ways that help you feel free? Do you feel freedom in how you live your life?

Return on Security

Do you feel secure about your current financial situation? Are you confident about your financial future?

Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

More About Our Firm
Our Services

Our Services

Assisting families in transition with expertise in late stage college planning, maximizing the empty nest transition and retirement coaching

More About Our Services
Our Approach

Our Approach

We creatively and curiously seek to understand our client's lives to then offer solutions that proactively defend their future

More About Our Approach

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn More

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
Learn More

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

 

Ready to Contact Us?

Thank you!
Oops!