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Canadian Rockies Info Meeting

Canadian Rockies Info Meeting

If you missed our first informational meeting, or just want to learn more, join us for a second informational meeting about our 2027 Journey Explorers Club trip!

We’ll be exploring the breathtaking Canadian Rockies on an unforgettable 8-day journey, July 31–August 7, 2027. From vibrant cities and majestic mountains to crystal-clear lakes and one of the world’s most scenic train rides, this premier adventure is sure to create memories that last a lifetime. 

Join us October 26 at 5:00 PM to learn more about the itinerary, what’s included, and what you can expect on this incredible journey!

If you’d like to attend, please RSVP by October 22!!

Java & Juice

Java & Juice 

Join us Friday, November 13th at 9:30 AM to 10:00 AM for a Java and Juice hosted with Jefferson Matters!

Start your day with a warm welcome, fresh coffee and juice, snacks and great community connection as we share with you what Journey Financial has been up to this last year and the exciting things we have planned for the future!

The Planning Playbook 

We are thrilled to announce our Fall Seminars for 2026!

October 20th - Medicare: The Basics

November 19th - Understanding the Roles in an Estate

Click the button to learn more about our seminars and stay tuned for updates on which exciting topics Tim and Max will cover next!

Learn more

Journey Explorers Club - 2027 Trips

In 2027, we are heading to Canada and we would love for you to join us! We will be offering TWO trips to Canada to our clients in 2027!

For our first trip, Journey Financial is excited to offer our clients the opportunity to experience the breathtaking beauty of the Canadian Rockies aboard the Rocky Mountaineer, with the comfort and luxury of GoldLeaf Service. This unforgettable journey begins in vibrant Vancouver and concludes in Calgary, with premium accommodations and spectacular scenery every step of the way. It truly is a trip of a lifetime.

Our second trip is designed with our fishermen in mind! Join us for an unforgettable adventure at One Man Lake Lodge, an all-inclusive fishing lodge nestled on a remote island along the English River. Enjoy four full days of guided fishing for Walleye, Northern Pike, and Smallmouth Bass. With experienced guides by your side, you'll have the knowledge and support you need to make the most of every day on the water. This trip offers the perfect combination of remote wilderness, great fishing, and an all-inclusive lodge experience.

What truly sets this experience apart is that you are not traveling alone: a Journey Financial team member will be right there with you, every step of the way. This group‑focused design ensures you can travel confidently throughout the trip, ensuring you can relax, bond with fellow clients, and explore without the stress of planning. 

Stay tuned to our website and Facebook for updates!

Learn More
Local CFP® Completes     Advanced IRA Training at   National Conference

 Local CFP® Completes     Advanced IRA Training at   National Conference

Tim Heisterkamp, Certified Financial Planner™ of Journey Financial LLC, has completed advanced IRA and retirement-tax training with Ed Slott and Company, LLC by attending the firm’s Fall 2025 workshop of Ed Slott’s Elite IRA Advisor GroupSM, held November 6–7 in Austin, Texas.

Click below to read the full Press Release.

Java & Juice

Ribbon Cutting

Open House

The Planning Playbook

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