Dana Menard, CFP® Twin Cities Wealth Strategies, Inc.

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About Dana Menard, CFP®

Hello! My name is Dana Menard and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 15 years of experience in the financial services industry, I pride myself in providing trusted financial advice and guidance to busy professionals, business owners, medical professionals, entrepreneurs, and families so they can concentrate on the things that matter most to them.

I truly believe that everyone’s financial situation is unique and that they have a right to a trusted advisor who puts their interests first, not secondary to a large bank, brokerage firm, or insurance company.

Comprehensive Financial Planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources. A comprehensive Financial Plan serves as a framework for organizing the pieces of your financial picture by evaluating the many facets of your financial situation, including:

-Cash Flow Analysis
-Savings & Emergency Funds
-Retirement Accumulation
-Retirement Income Planning
-Education Planning
-Tax Planning
-Protection Planning
-Estate & Legacy Planning
-Charitable Giving/Gift Planning

With a Financial Plan in place, you will be better able to focus on your goals and understand what it will take to reach them as well as help you balance competing financial priorities. It will clearly show you how your financial goals are related – for example, how saving for your children’s college education might impact your ability to save for retirement. Then you can use the information you have gleaned to decide how to prioritize your goals, implement specific strategies, and choose suitable products or services. Best of all, you will have the increased confidence that comes from knowing that your financial life is on track!

 

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Ideal Clients

  • Busy Families
  • Entrepreneurs
  • Generation X
  • Medical Professionals
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Flat Fee: $1,500+
  • Hourly Fee: $250/hr
  • AUM: 0.35%

SEC Records

States Registered

  • Minnesota

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