Skip to main content

Our Process

Passehl Financial is not your typical financial firm. From our forward-thinking planning process to the world-class service we provide, we take pride in doing things our own way. Here are just a few of the ways we’re different...

They have peace of mind knowing we’re in their corner helping them make sure their plan is intact, they’re protected, and they’re on the right path to accomplish their dreams.

Just like every play in a game impacts the outcome, sound and confident financial decisions impact the outcome of your life. What we do has nothing to do with products, it’s all about teaching and coaching you to make the right plays to win the game.

Every single move you make on your financial journey is either a step toward or away from your short- and long-term goals. That’s why we’ll help you look at each individual decision as well as the big picture of your financial life.

Just like our clients, we pursue excellence in everything we do. We’re growth-minded and strive to be the best, and we’re strong believers in doing things the right way even when it’s not the easy way. We think outside the box and pursue continuous growth through ongoing education.