Before Your Meeting

We are a full-service financial planning team. At your initial meeting, we will take the time to get to know you, your values, and your personal and financial goals. After careful planning, our team will create a road map with action items designed to help your dreams become a reality. Each year, the plan is revisited and adjusted as necessary.

In preparation for your meeting, the below checklist will help you to get organized. You can expect to receive an invitation from us to create a log-in to our website where you can aggregate your accounts or securely upload your statements and documents ahead of time.

Download A Planning Checklist

Wilke Wealth & Investment Planning

Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®
Wealth Management Advisor

Wilke Wealth & Investment Planning

  • Office 414-856-3060
  • Fax 414-885-3503


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.