About Us
Who and What
We are an independent firm providing comprehensive, fee-only financial
planning and investment advisory services for individuals, families, and
small business owners. FFP is a Registered Investment Adviser licensed
with the State of Wisconsin Department of
Financial Institutions - Division of Securities and the State of
Florida Office of Financial Regulation.
Why choose Focused Financial Planning?
We are a relationship oriented firm, not transaction oriented. We
provide financial planning advice and counsel. We develop plans that
are tailor made to each client's particular situation. We do not sell
products; therefore, no income is generated through commissions. In
order to provide our clients with the most objective recommendations
possible, we receive income from clients in the form of fees only.
In all of our client engagements we use a disciplined approach
to the financial planning process in order to (1) develop coordinated,
comprehensive strategies, (2) recommend alternative courses of action, and
(3) help clients implement a well designed plan to address their needs.
Background/Qualifications
The firm was originally founded in Wisconsin in 1997 by
William Schaidt
following the completion of the College of
Financial Planning CFP®
Professional Education Program.
In 2003 Bill passed the CFP®
comprehensive certification
examination and in 2005 completed all the
requirements to
use the CERTIFIED FINANCIAL PLANNER™ mark.
Certified Financial Planner Board of
Standards, Inc.
owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™ and federally registered
CFP (with flame design) in the U.S., which
it awards
to individuals who successfully complete initial and
ongoing
certification requirements.
In 2009 a second office was opened in Florida to provide financial
planning services to residents of that state.
Prior to founding the firm Bill was employed for more than 25 years as a
corporate treasury professional specializing in the areas of global
liquidity, foreign exchange and interest rate risk, and short-term portfolio
management with two large multinational manufacturing companies located in
Wisconsin. He holds a degree in finance/management from The Cleveland
State University, Cleveland, OH and has taken additional course work in
accounting and taxation at the University of Wisconsin-Milwaukee and the
University of Wisconsin-Parkside. Bill is a member of the Financial
Planning Association.
Over the years Bill has been involved as a volunteer fundraiser with the
Arthritis Foundation, taught a financial budgeting class and has held
numerous offices and committee positions in his local church.
Bill and his wife, Roberta, enjoy travelling and spending time with their
two adult daughters and their families.
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