Our Story
Financial Impact Advisors is the new name for our firm effective June 2018. This name clearly aligns with our mission statement – Our team offers advice that is focused on our clients’ personal fulfillment and financial goals. We focus on client outcomes and the impact of our advice.
History
Prior to June 2018, our firm was known as Noel-Schopen Financial Services. Noel-Schopen was founded in the Fall of 1974 by the partnership of James W. Noel and Joseph E Schopen. This partnership brought together separate practices that originated back in the early 1960’s and 1940’s.
Jim and Joe had the vision that a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. They realized that personalized service is essential when matching clients with the right financial products and services. This commitment to client service helped them build a successful, multi-generation practice that grew to become respected in Fort Atkinson, WI and the surrounding communities.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.