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Life Planning

At The Dahlberg, Knott & Brandt Group, we believe that true wealth encompasses both financial prosperity and personal fulfillment. We're excited to share a remarkable opportunity that brings these elements together in an unparalleled way. Introducing our partnership with The Coaching Collective-a dynamic collaboration designed to enhance your well-being and empower you and your family to lead a more prosperous life. Discover more about this transformative initiative by watching a replay of The DKB Group Life Planning Kick-Off Call.

Life Coaching

Exploring the physical, emotional, spiritual and mental components of what makes a more whole person, we will discuss relevant topics to help you maintain a healthy life balance.

Career Coaching

From building a resume, interview prep skills, how to ask for a promotion, and how to get unstuck in your career, we will explore all the common day issues we face in the beginning, advancing, and changing our careers.

Retirement Coaching

Many individuals find they can retire financially, but they are not prepared for the cerebral part of retirement. We will help you define what your next chapter looks like and how you can have a fulfilling and rewarding life beyond retirement.

Business Coaching

Starting a business and maintaining it isn't always easy. We provide useful knowledge on items such as understanding your client, managing people, powerful team meetings and much more.

The Dahlberg, Knott & Brandt Group + Our Coaching Initiative

We offer this coaching to help our client's live life to their fullest human self and to help understand the inerconnectivity of themselves and their finances. We recognize that there are many facets of your family's life beyond investments and planning that are critical to a sound and healthy lifestyle, and we prefer to begin with an understanding of your family from a personal level and understanding the "why" of your reasoning for saving. With a focus on your family as whole individuals and supporting them throughout their life cycle's with complimentary access to life coaches, we feel they will have a better outcome individaully with their investments and financial planning. This connection ensures that our clients live life by design, and not by default.

Please contact Genise Brandt at gbrandt@rwbaird.com for more information on our Life Planning Services.

Genise Brandt

Genise Brandt

Director of Life Planning, The Dahlberg, Knott & Brandt Group

With decades of experience in the Financial industry, Genise is prepared to help you navigate which sector of Life Planning is right for you or your loved ones.  She acts as the liaison and informant for all things Our Coaching Initiative (OCI) and Life Planning.

Contact Genise
Lindsay Troxell

Lindsay Troxell

Founder, Our Coaching Initiative

Our Coaching Initiative provides the educational and coaching component for our Life Planning Services.  Founded in 2023 by Lindsay Troxell, who is a well-known international speaker, executive coach, and certified life coach, Lindsay provides ongoing monthly coaching sessions in four areas, as well as one on one individual coaching.

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