Endurance Financial Planning was founded based on the idea that your financial life is a marathon, not a sprint. A marathon is a long, demanding, race. If you want to do well on race day, you need not just endurance, but also dedication, persistence, and a good training plan. There are many similarities between trying to prepare for a physical marathon to also preparing for the marathon that is your financial life. At Endurance Financial Planning, we are focused on helping our clients improve the outcomes of their financial marathons.

We follow Dave’s principles and believe that eliminating debt, living within your means, and investing for the long-term is the ideal way to build wealth and prepare for retirement. We believe many other financial advisors focus on the erroneous task of trying to find the next “big thing” in investing. While investing is a portion of an individual’s financial plan, it is far from the only part. We strongly believe that we better serve our clients by helping them improve the financial decisions they make during their everyday lives. This guidance can make it easier for our clients to stay on track as they continue to work towards their long-term goals. We do this through our propriety TEMPO process. We believe this process can have a more significant impact on helping our clients achieve what is most important to them.

There are different ways that financial advisors can be compensated. We believe in being transparent with costs and working together with you to help determine which method makes the most sense for you. Three common methods of compensation are:
​
Commissions – With this option, usually the commission amount is determined by the specific financial products you purchase.
‍
A percentage of the assets the advisor manages – With this option, the exact percentage can vary depending on how much you invest and what features you want in a financial and investment plan.
‍
A flat fee – this could be a one-time flat fee, or a recurring fee (for example, monthly). With this option, the exact flat fee would be determined by which services you need and the complexity of your situation.

Our founder, Craig Forsberg, is a CERTIFIED FINANCIAL PLANNER™ practitioner, and as such, is obligated to work as a fiduciary with clients. This means that our company is obligated to put your needs first. At Endurance Financial Planning, we are an advocate for you, always placing your best interests first. We will work to find the strategies for what you need, not for what serves us.

We are happy to work with all fans that come through the SmartVestor Pro program. When we first receive your information, we will attempt to contact you via phone during normal business hours and we also attempt to contact you via email.

The first time you speak with us, you will have a quick (15 minute) introductory call. The purpose of this call is to get to learn a little bit about you and what it is you are looking to accomplish from working with a financial advisor. Depending on the information you provide, you will be scheduled to have an initial meeting with the financial advisor at Endurance Financial Planning who is best suited to work with you. Just as any one doctor does not perform every medical procedure on all patients, many financial advisors specialize in who they work with. We have professionals who specialize in different types of clients, and it is our desire to put you with an advisor who works with clients like you. We believe that, by working with a financial advisor who is more of a specialist in your type of situation, it can be very beneficial to you, the client. If you would like to schedule your introductory call so we can put you in touch with the right advisor for your situation, please click here.

Once you have been paired with your financial advisor, your first meeting with your advisor will be in the format that is most comfortable and convenient for you. We offer in-person meetings and virtual meetings. At this first meeting, your advisor will get to know you, answer any questions you have, and figure out how they can best serve you. There is no cost for any initial consultations. After the first meeting, you are encouraged to take some time and think about the information covered in that meeting before you decide if you want to work with us or not. At Endurance Financial Planning, we are confident in our process and, as a result, we do not do any kind of “hard selling” or any of that other stuff the financial services industry has a reputation for.

We commit that we will do our best to provide you with an environment where you feel listened to and where you feel like your money values are being followed at all times.
We commit to fully explain the reasoning for any recommendations that we make.
‍
We commit that, while we will make recommendations to you, it is your money, and we will go with the decisions and directions where you want to go. Our role is to provide you advice and guidance, but you will be the one in control of the final decisions made about your money.
We commit to maintain consistent communication with you so that you are aware of what is happening, and you can stay informed.
‍
Most importantly, we commit to be an advocate in your corner who puts your interests first in every discussion we have and in every decision we make together.

We call our company’s values our guiding principles. We have two guiding principles that we use to ensure we are headed in the right direction.
‍
We try to improve the life of everyone we interact with.
‍
We try to get better every single day.