Katie Schaller, CFP®
Give Your Money a Mission™ | Fee-Only, Fiduciary Financial Advisor
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Serving Clients Nationwide
Give Your Money a Mission™ | Fee-Only, Fiduciary Financial Advisor
Areas of Focus
- Business Owners
- Conscious Investing
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Katie Schaller, CFP®
Hi, I'm Katie Schaller. I started my career with a degree in public relations from UW-Eau Claire, wanting to work for a small company where I could make a difference and help them "get the word out" through brand messaging.I landed at Jacobson & Schmitt Advisors in 2016 and quickly realized my interest in financial planning and how valuable (and helpful) it was to explain financial concepts to family and friends.
By framing the boring words "financial planning" as a journey we all take, the JSA team and I hope to help you stay motivated and take proactive steps toward giving your money a purpose or, as we say, giving your money a mission. I aim to make finance fun and help simplify life's complexities one step at a time.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
8333 Greenway Boulevard Suite 330, Middleton, WI 53562
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a free consultation to discover what’s possible. Our goal for an initial meeting is to explore where you are today and where you want to be. By the end of our conversation, we’ll gather enough information for our team to develop a Money Mission Plan to get you there. We look forward to speaking with you.Offers Investment Management
Yes
About Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors (JSA) is a fee-only, fiduciary financial advisory firm based in Middleton, WI, serving clients throughout the Madison area and around the world.Through thoughtful financial planning and responsible investment management, our team is dedicated to helping you optimize your wealth and make a positive impact on you, your loved ones, and the causes you care about.
What is Your Money Mission™?
Good investing starts with a purpose in mind. That purpose often involves you, your loved ones, and the causes you care about.
At JSA, we have a Money Mission™ Meeting with clients where we work together to put a plan in motion to get where you want to go. You’ve worked hard for your money. We’ll make sure your money now works hard for you!
WHY JSA
We are Fiduciary and Fee-Only
✔️ We act in your best interest 100% of the time.
✔️ Only our clients pay us (we don’t sell products).
We’re in This Together
✔️ We think and act as if your money is our own.
✔️ Our Partners and Advisors own the same stocks as you and will endure losses and enjoy gains alongside you.
You Hire Our Entire Team
✔️ We work together as a team, and you’ll get to know all our advisors.
✔️ There are two advisors in your meetings to offer more experience and perspective.
Our mission is to create the most positive impact possible on you, your loved ones, and your causes. Understanding your purpose, which we call your Money Mission, is key. This means every dollar should have a purpose.
Together, we can Give Your Money a Mission.™
Education
University of Wisconsin-Eau Claire, B.A., Public Relations
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Private Foundations & Organizations
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FAQs
FAQ Disclosures
Jacobson & Schmitt, LLC (“JSA”) is a Registered Investment Advisor (“RIA”), located in the State of Wisconsin. JSA provides investment advisory and related services for clients nationally. JSA will maintain all applicable registrations and licenses as required by the various states in which JSA conducts business, as applicable. JSA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
