Preparing for Your Future

Graduation is such a pivotal moment in your life.

With starting this new chapter of adventures, choices, and responsibilities, here are some tips to keep in mind:

Keep track of your important documents like your birth certificate, passport, and Social Security card.

Having these in a secure place, but easily accessible when you need it, will be helpful when applying for credit cards, loans, licenses, and more.

Learn basic budgeting and financial skills
  • Thinking about filing your own taxes? Visit for important info on each tax season
  • Looking to learn more about personal finance management? Check out your local library for free resources and online courses
Have fun!

Travel, spend time with loved ones, take time to discover the things you love!

Give the gift of peace of mind for your family – document your healthcare wishes.

With so many choices to make, it may be hard to think about what you will be doing for dinner, or your plans next weekend. But what if the what if the unthinkable were to happen? Planning for your future care now will help your loved ones later.

1 in 10 trauma cases in Northeast Wisconsin were among ages 18-29. 

Here is an important message from local doctors, urging you to complete your healthcare advance directives.  (Reported 2021 data, from Katie Prather, Trauma Registry Data Manager, Wisconsin Department of Health Services)

Happy father and daughter

Make a wish!

After you turn 18, your parents are no longer able to make health care decisions for you.

Planning ahead and documenting your wishes allows you to choose what measures you would want to be taken if you are suddenly incapacitated or no longer able to make decisions on your own behalf, such as in the event of an accident, sudden illness, or nearing the end of life (and after). Give your family peace of mind by making these important financial and health care decisions ahead of time. While we cannot anticipate what the future holds, we can be prepared for any problems along the way.

 Think of this as a gift for your loved ones.

Take time now to document your wishes

Afraid of commitment? No worries!
These are living documents that grow and change with you. They can be updated as many times as you wish.


We are here to help.

Contact us to learn more about the different tools available to help you control your financial and healthcare wishes.

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