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N17W24222 Riverwood Drive, Suite 240, Waukesha, WI 53188

262-523-5644
bvbgroup@rwbaird.com
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There's More to Life Beyond Financial Planning

The term holistic gets thrown about quite a bit in the financial services industry, but the truth is most financial services firms are only concerned with your financial future, not your general well-being or ability to create healthy and fulfilling lives. We believe that a truly wealthy life is one that integrates both the financial and human.  What sets our team apart is providing our clients with a resource to navigate the stages of life beyond the financial plan.  Whether it be starting a new career, life in retirement, starting or managing a business and any other things that life can throw at you.  As part of our teams Standard of Care, we offer Life Coaching through a partnership with Our Coaching Initiative to provide you with complimentary access to an exclusive coaching program designed specifically for you and your families to maximize your well-being.

Life Coaching

Life Coaching

Exploring the physical, emotional, spiritual and mental components of life,  discuss relevant topics to help you maintain a healthy life balance.

Career Coaching

Career Coaching

From building a resume, interview prep skills, how to ask for a promotion, and how to get unstuck in your career, we will explore all the common day issues we face in beginning, advancing, and changing our careers.

Retirement Coaching

Retirement Coaching

Many individuals find they can retire financially, but they are not prepared for the cerebral part of retirement.  We will help you define what your next chapter looks like and how you can have a fulfilling and rewarding life beyond retirement. 

Business Coaching

Business Coaching

Starting a business and maintaining it isn’t always easy.  We provide useful knowledge on items such as understanding your client, managing people, powerful team meetings and much more.

Lindsay Troxell

Founder, Our Coaching Initiative

Our Coaching Initiative provides the educational and coaching component for our Life Planning Services.  Founded in 2023 by Lindsay Troxell, who is a well-known international speaker, executive coach, and certified life coach, Lindsay provides ongoing monthly coaching sessions in four areas, as well as one on one individual coaching.