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110 Cheshire Lane, Minnetonka, MN 55305

(952) 463-4367
james@mattsonwm.com
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Financial Planning

What Is Financial Planning?

A financial strategy gives you a clear picture of where you stand today and a roadmap for pursuing your goals. At Mattson Wealth Management, we build strategies around your specific priorities, whether that means buying a home, funding an education, or preparing for retirement. 

Who Is Financial Planning For?

People who want clarity on their financial situation before making a big decision 

Those just starting to build wealth who want a roadmap to follow 

Anyone whose finances feel like a collection of separate decisions rather than a strategy 

What a Financial Plan Can Address

Cash Flow & Savings

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Debt & Major Purchases

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Retirement Planning

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Education Planning

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Investment Coordination

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Insurance & Risk Needs

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Estate & Legacy Considerations

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Our Planning Process

Assess

We gather a full picture of your income, expenses, savings, debt, and goals through data-driven analysis.

Strategy

We identify gaps and opportunities, then build an individualized strategy with specific, actionable recommendations.

Manage

We help you implement the strategy and revisit it regularly as your life changes. 

The Outcome

A strategy you can act on, with an advisor by your side to help you follow through.

Key Benefits

Key Benefits

A financial strategy built with Mattson Wealth Management gives you a clear view of where you stand today and specific steps to take from here, rather than general advice. That strategy adapts as your goals and circumstances change, and you'll have a valued advisor to check your thinking against along the way. The goal is to help you make confident, well-considered decisions with your money. 

Frequently Asked Questions

How long does it take to build a financial strategy? 

Most take a few weeks to complete, depending on the complexity of your situation and how quickly we can gather the needed information. 

Do I need to have my finances organized before we start? 

No. Part of our process is helping you gather and organize the information we need. Come as you are. 

Is financial planning only for people close to retirement? 

No. We work with clients at every stage, from early career through retirement. The earlier you start, the more options you typically have. 

What happens after the strategy is built? 

We help you put it into action and review it regularly, adjusting for changes in your income, goals, or the markets. 

What information do I need to start a financial plan?

You don’t need to have your entire financial life organized before starting a financial plan. Bring what you have, such as information about your income, accounts, investments, debts, insurance, and goals, and Mattson Wealth Management can help you determine what else may be useful as you build a more complete picture.

Ready for a financial plan built around your life?

Call our office or fill out the form below to schedule a consultation with a Mattson Wealth Management advisor. Call us at (952) 463-4367.

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