106 Woodside Ln, Neenah, WI 54956, USA

(920) 486-7026


What We Do For You

Financial Planning

Achieve Your Goals

We offer comprehensive financial planning to help you achieve your financial goals.  Do you need college planning, retirement or estate planning or simple cash flow planning?  We offer all the tools to help you succeed.  We do not sell or solicit investment or insurance products, and we always have your best interests in mind.

Senior Services

Acting on your behalf with your best interests in mind.

Financially Speaking LLC offers services to Seniors to include Durable Power of Attorney and Estate Representative Services.  We also offer basic bill paying and account reconciliation services. NOTE: WE ARE NO LONGER TAKING ANY NEW CLIENTS FOR FUTURE DURABLE POWER OF ATTORNEY OR ESTATE SERVICES.

Debt Management and Budgeting

Cash Flow help

Financially Speaking LLC offers expertise in assisting people with debt and cash flow.  We will provide tools and education for you and make recommendations to make budgeting and debt management easier for you.