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Direction Financial Management, LLC

At Direction Financial Management we plan for what matters.  We first get to know you and your life goals.  This is the most important step in the process and it becomes the basis for all planning recommendations.   We can help you determine where you are now, where you want to be, and provide specific recommendations to get you there.  Direction Financial Management is an independent Fee-Only financial planning firm and Registered Investment Adviser located in Germantown, Wisconsin.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Diane Esser, CFP®, CPA, RICP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

W177N9856 Rivercrest Dr Ste 214 Germantown, WI 53022-6420 Phone: (414) 333-3396

Primary Office

W177N9856 Rivercrest Dr Ste 214 Germantown, WI 53022-6420 Phone: (414) 333-3396
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