FORM Wealth Advisors

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FORM Wealth Advisors Your wealth should do more than make money. It should make life better.

At FORM Wealth Advisors, we seek to help you live a better life with our Total Relationship approach.

You spot a transaction you don't recognize. Now what?When personal or financial information may have been compromised, k...
10/17/2026

You spot a transaction you don't recognize. Now what?

When personal or financial information may have been compromised, knowing what to do next can help you act quickly.

Some of the first steps to consider include:
1. Review your financial accounts for other unfamiliar activity
2. Contact affected banks, credit card companies or financial institutions
3. Change compromised passwords and strengthen account security
4. Consider placing a credit freeze with each of the three major credit bureaus
5. Review your credit reports for accounts or activity you don't recognize
6. Visit IdentityTheft.gov for additional guidance and reporting resources

And don't overlook your investment accounts.

If you believe an account connected to your relationship with FORM may be affected, or you're simply unsure about communication you've received, contact us.

When something involving your financial information doesn't look right, don't wait to investigate.

10/15/2026

Why does the Fed raise interest rates when the economy is doing well?

In this clip from our latest Up or Down video, Tyson breaks down how interest rate decisions are used to manage inflation, slow spending and investment, and keep the economy in balance.

Understanding the reasoning behind these decisions can help put market movements into perspective.

What’s the point of working hard to build a life if you never make time to enjoy it? At FORM, the “R” stands for Recreat...
10/12/2026

What’s the point of working hard to build a life if you never make time to enjoy it?

At FORM, the “R” stands for Recreation, and we believe enjoying what you've worked hard to build is an important part of a well-lived life.

That idea takes center stage in our Fall InFORMational newsletter.

We're sharing stories about how members of the FORM team make time for the people, places and activities they enjoy outside the office. You'll also find our team's favorite fall chili recipe, along with several financial considerations to keep in mind as year-end approaches.

Clients, keep an eye on your mailbox for your copy.

Not a FORM client? We’d love to share it with you. Comment “FALL” below, and we’ll send a digital copy directly to you.

Kim Cochenour has a genuine gift for bringing out the best in people and bringing people together to do something bigger...
10/08/2026

Kim Cochenour has a genuine gift for bringing out the best in people and bringing people together to do something bigger than they could do alone.

She leads with a real belief in the people around her.

She’s generous with her time, quick to jump in when someone needs help, and just as willing to challenge you when she knows you’re capable of more.

That’s why we’re so proud to share Kim has been named one of BizTimes Milwaukee Media’s Notable Chief Operating Officers!

Kim, we’re so proud to see you recognized for something we’re fortunate enough to experience every day. Congratulations!

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Kim Cochenour, Chief Operating Officer of FORM Wealth Advisors, was named to BizTimes Milwaukee's 2026 Notable Chief Operating Officers list, published October 5, 2026. Honorees were selected from nominees’ accomplishments during the preceding 12 to 18 months following BizTimes Milwaukee's editorial review. Neither Kim Cochenour nor FORM Wealth Advisors paid a fee to be nominated, considered, or selected. Following selection, FORM Wealth Advisors paid a fee for logo use. The recognition reflects individual leadership only and is not an evaluation of FORM Wealth Advisors' investment advice, services, or client results.

Planning a big purchase? Your wealth advisor should probably know about it before your checkbook does. A second home. A ...
10/07/2026

Planning a big purchase? Your wealth advisor should probably know about it before your checkbook does.

A second home. A major renovation. A child's wedding. Helping with a down payment.

In recognition of World Financial Planning Day, we're sharing a reminder that good financial planning includes thoughtfully planning for the life you're living now.

Some of life's bigger expenses are exciting to plan for, and where the money comes from can matter just as much as what you're spending it on.

If you know a significant expense may be ahead, consider starting the conversation with your advisor well before you need the money.

A few things to think through:

1. Define the goal. What are you planning for, and what might it realistically cost?
2. Give yourself time. Planning well in advance can give you and your advisor more options for determining where the money should come from.
3. Protect your reserves. A major purchase shouldn't unintentionally leave you without the liquidity you need elsewhere.
4. Consider the ripple effects. Helping one child financially, for example, may influence what you'd like to do for another in the future.

A major expense isn't simply a withdrawal from an account. It's one decision within a much larger financial life.

We were on campus at the University of Wisconsin-Whitewater for Finance Day on Friday. It was such a great event! Kim sa...
10/05/2026

We were on campus at the University of Wisconsin-Whitewater for Finance Day on Friday. It was such a great event!

Kim sat on a panel to share who we are at FORM and how we’re different, sparking some great conversations with extraordinary students who will soon be entering the field of finance.

Thanks, University of Wisconsin-Whitewater, for the invite!

Before you click, respond or send money, ask yourself one question: Am I certain this is who I think it is?Fraud attempt...
10/01/2026

Before you click, respond or send money, ask yourself one question: Am I certain this is who I think it is?

Fraud attempts are increasingly sophisticated, and protecting your financial life requires more than secure systems. It requires good habits, too.

October is Cybersecurity Awareness Month, making it a good time to revisit a few of them:
Use strong, unique passwords for financial accounts
2. Enable multi-factor authentication whenever possible
3. Never share login credentials or verification codes
4. Be cautious of unexpected requests involving money or personal information
5. When something doesn’t feel right, stop and verify the request using a contact method you already trust

We maintain safeguards designed to help protect client information, but security is a shared effort.

If you receive an unusual communication involving your FORM relationship or accounts, contact our team directly before taking action.

When it comes to your financial security, slowing down for a moment can help prevent a much bigger problem down the road.

09/30/2026

When rates move, so do the tradeoffs behind borrowing, saving, and investing.

The question becomes which ones will matter most to you.

Tyson shares what to consider, and why your financial plan should be louder than the latest headline.

The “F” in FORM has always stood for something important to us: Family.Because family is at the center of so many of the...
09/28/2026

The “F” in FORM has always stood for something important to us: Family.

Because family is at the center of so many of the decisions we help people make.

Who do you want to provide for?
What memories do you want to create together?
What opportunities do you hope to give the next generation?
What do you want to make easier for the people you love?

Today, on National Family Day, we’re reminded that behind so many financial goals is something much more personal.

More time together.
More security.
More shared experiences.

That’s what gives the planning purpose.

From all of us at FORM, we hope you make a little extra time today for the people who matter most ❤️

Some of the most important work we do for our clients happens behind the scenes.September 26 is National Compliance Offi...
09/26/2026

Some of the most important work we do for our clients happens behind the scenes.

September 26 is National Compliance Officer Day, and we’re celebrating two members of FORM: Kim and Brayden!

Much of what they do happens behind the scenes. They’re reviewing details, strengthening processes, and helping our entire team stay accountable to the standards that come with being entrusted with someone’s life savings.

It’s careful work. Important work. And work that often goes unnoticed when it’s being done well.

Today, we want to make sure it doesn’t.

Thank you, Kim and Brayden, for helping to keep FORM and the people we serve in good hands.

Address

Lake Geneva, WI

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12626863005

Website

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