FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
For Multi-Unit Retail Leaders and Corporate Professionals in their 30s, 40s or early 50s.
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.
