Who We Work With

At Baehr Family Financial, we work with individuals, families and small business owners, and our clients tend to have a few things in common.

Typically, our clients want to:

  • Be good stewards and make the most of their resources;
  • Get objective advice and reassurance they’re on the right track;
  • Have a plan to reach their financial goals; and
  • Work as a team to reach those goals

However, we want to make sure our approach will match your personality and expectations.

As a client, you are likely to be successful working with us if you:

  • Desire to have more organization in your financial life, and use your resources in a more effective way;
  • Have an understanding that small changes over a long period of time yield big results and are willing to make those necessary changes; and
  • Realize that a financial plan, rather than being a document on a shelf, is a continuing dialogue about your goals and life values, and how to use the opportunities and challenges in your finances to live a richer, more meaningful life.

Our specialties include:

  • Pharmaceutical corporation executives
  • Single women (widowed, divorced, never married), who tend to appreciate our role as their “financial thought partner”
  • Faith based female entrepreneurs
  • Retiring teachers
  • Military families

If this sounds like you, give us a call. We’d love to see how we can help.