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)

Schedule a virtual financial planning session here!

Sheboygan Falls, WI

Global Headquarters

Kelli Send
March 24th, 2026 (GHQ2 Room 408)
(Morning Appointments)
March 24th, 2026 (GHQ2 Room 307)
(Afternoon Appointments)

Tim Shirk
March 25th, 2025 (GHQ2 Room 408)
(Morning & Late Afternoon Appointments)
March 25th, 2026 (GHQ2 Room 406)
(Afternoon Appointments)

Please note your room location
Make sure to check all calendars for availability

Watertown, WI

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

¡Hablo español!

Vermont Smoke & Cure

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

Holton, KS

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

¡Hablo español!

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.