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The Planning Playbook 

We are thrilled to announce our Summer Event for 2026!

August 12th - Ladies Night Event with Kristin Lang of Warm Wishes

Stay tuned for our Fall 2026 Seminar schedule to be released soon!

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

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&#160;Local CFP<sup>&#174;</sup> Completes&#160; &#160; &#160;Advanced IRA Training at&#160; &#160;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.

Journey Explorers Club - 2027 Trips

We are deep in the planning for our 2027 trips! Details will be release soon, we are very excited to be able to share what we have been working on!

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!

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Java & Juice

Ribbon Cutting

Open House

The Planning Playbook

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