At Precision Wealth Planners, we’re dedicated to transforming the way you approach your financial future. Founded by Craig Schubert and Matthew Koppelman, our firm leverages 40+ years of financial planning experience to deliver personalized financial strategies and the support you need to pursue your financial goals. We believe understanding the “why” behind each your goals and aspirations is essential for creating strategies that resonate with your values and dreams. By engaging in meaningful conversations, we ensure that our plans reflect not just financial objectives, but the personal motivations driving them…
PRECISION
WEALTH PLANNERS
Leveraging 40+ years of financial planning experience to deliver personalized financial strategies.
Our Discovery Process
Ask Anything
30-minute zoom meeting
We’ll focus on understanding your needs and aspirations. It is your time to use how you like and does not require you bring any of your financial documents.
Discovery Session
60-minute session
A complimentary strategy session and relationship overview. Whether we work together or not, you’ll leave this session with action items to consider.
Moving Forward
30-minute decision meeting
We’ll decide how best to move forward. We work best with clients who are engaged in the process and ready to leverage our experience and support.
We are committed to upholding the highest standards of ethical conduct
To ensure we consistently provide tailored financial solutions, prioritize our clients’ needs, and maintain excellence in every aspect of our service, we are guided by these three core principles:
-
We understand that properly educating you as to why we suggest a certain strategy can be the difference between action and inaction.
-
We won’t allow you to carry the weight of worry—that’s our responsibility. You’ve hired us to reduce your financial stress and we take that responsibility seriously.
- We commit to developing your plan and managing your investments with the same care we give our own, fully understanding that your aspirations for your future are just as important to you as ours are to us.
What We Offer
We prioritize understanding what truly matters to you before making any recommendations. We believe in building a relationship based on trust, making us your dedicated partner for every aspect of your financial journey. With Precision Wealth Planners, you’re not just receiving advice – you’re gaining a personalized, strategic approach to pursuing your financial future.