In-person Sessions (Johnsonville)

On-Site Financial Planning Sessions

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

Virtual (All Locations)

Sheboygan Falls, WI

Global Headquarters

Kelli Send
December 9th, 2025 (GHQ1 Room 125)

Watertown, WI

Don’t see any sessions?
Schedule a remote financial planning session.

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Vermont Smoke & Cure

Holton, KS

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