In-person Sessions (Hydrite)

On-Site Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session.

All Locations – REMOTE

Virtual sessions are available year-round.

Click here to view our financial planners and their available virtual sessions.

Brookfield, WI

Cottage Grove, WI

La Crosse, WI

Lubbock, TX

Click here to view our financial planners and their available virtual sessions.

Milwaukee, WI

Liz Aidoo (Hablo español)
June 2, 2025 (HR Office)

Oshkosh, WI

Terre Haute, IN

Visalia, CA

Click here to view our financial planners and their available virtual sessions.

Be sure to schedule a session in your time zone.

Waterloo, IA

Have all the sessions been filled? Need more flexibility? Don’t worry! You can schedule a virtual financial planning session with a Francis Financial Planner year-round. Click here to view our financial planners and their available virtual sessions.