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Diane L. Esser, CFP®, CPA

Direction Financial Management, LLC

W177 N9856 Rivercrest Drive
Suite 214
Germantown, WI 53022
Phone: (414) 333-3396
Fax: (414) 755-0958

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Hourly Fees

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.