FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
For Multi-Unit Retail Leaders and Corporate Professionals in their 30s, 40s or early 50s.
Less of this
Feeling anxious about your finances.
Unclear if you are taking the right steps.
Unsure if you are going to be OK financially.
Wondering where your money goes every month.
Letting financial stress impact your overall health.
More of that
Getting clarity of where you are financially.
Having actionable steps towards your financial goals.
Feeling confident about where you are going financially.
Being in control of where your paycheck goes every month.
Enjoying the peace of mind that comes with financial planning.
Less of this
Money stress and anxiety.
Uncertainty about your future.
Living paycheck to paycheck.
Unfavorable debt accumulation.
Missed investment opportunities.
Lack of confidence in your financial situation.
Regret for not starting to invest earlier.
Unintentional spending that leads to a lower quality of life.
Reliance on others for financial support in times of need.
Concern about not having enough for a comfortable retirement.
More of that
Financial peace of mind.
Clarity on your financial situation.
Sense of security from having a sound financial foundation.
Effective strategies to manage and use debt strategically.
Take advantage of investment opportunities to grow your wealth.
Increased confidence to achieve your financial goals.
Minimize regret with proactive financial decisions.
Intentional spending plan aligned with your goals and values.
Financial independence and ability to help others financially.
Confidence in having a solid ongoing plan for retirement.
What Makes Us Different?
100% Independent Financial Planning
We don’t answer to anyone but you. No sales quotas to hit and no parent company to report to.
Not Just Investments
We care about your whole financial well-being. If it deals with money, we review it, together.
Your Best Interest in Mind
We don’t sell any financial products or collect commissions. We only get paid by you. No more fear of being “sold to”.
Accessible Financial Planning
No account minimums requirement. Access to financial planning, even if you don’t have investments outside of your 401K.
Transparency
No need to guess how much financial planning costs. No hidden fees. See our pricing page!
Virtual and Tech Forward
We are based in Illinois, but we are set up to work virtually throughout the USA.
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Why Financial Planning?
Financial Prosperity is not a one-time event, but something you are continuously doing. It starts with your values then your goals as the destination, but just like a cross-country road trip, there might be detours along the way. Modern GPS devices notify you of such detours, so you can make the necessary adjustments to your route, proactively.
Financial Planning works the same. It continuously monitors your Financial Prosperity, so you are able to make proactive adjustments along the way.
See our Financial Planning process in detail.
