The Financial Planning Cycle

Wealth Management

The Financial Planning Cycle

Our Six-Step Cycle Tailored for You

No matter where you are in your financial journey, our advisors can create a personalized financial plan that will keep you on-track to achieving your short- and long-term goals.

1. Meet

The ongoing relationship between you and your First National financial planner is key to creating and planning your investment portfolio.

2. Gather

We learn about your goals and expectations today, and we gain insights into your future aspirations.

3. Evaluate

We consider your current financial picture and how it aligns with your investment portfolio.

4. Create

We build an action plan that creates a path to achieve your financial goals.

5. Implement

We deploy your capital. Fees are based simply on the size of your account.

6. Review

We evaluate your portfolio's performance and discuss its progress toward your goals. We make any needed adjustments, and the cycle begins again.

Meet Our Wealth Advisors

Don Rahn
CFP®

Don Rahn

Wealth Advisory Manager
(605) 335-2907
Paula Bindert
CPA

Paula Bindert

Family Office Advisor
(605) 335-5189
Dave Burns

Dave Burns

Wealth Advisor
(605) 782-4015
Bryant Henderson
CFP®

Bryant Henderson

Wealth Advisor
(605) 357-7671
Sarah Hogg
CPA

Sarah Hogg

Family Office Advisor
(605) 782-5763
Nick Ratzloff
MBA

Nick Ratzloff

Wealth Advisor
(605) 335-5248

Explore Even Further

Why Choose a Fiduciary?
Investments and Financial Planning
Investment Approach
Contact Us