Financial Planning Made Effortless
Comprehensive Financial Planning
This service is best suited for individuals in their 30’s, 40’s and 50’s with an emphasis on assets accumulation, debt management, and college planning.
Comprehensive Retirement Planning
This service is best suited for individuals approaching retirement within the next 5 years or who are already retired with an emphasis on generating retirement income, minimizing income tax liability, and maximizing Social Security and Medicare benefits.
Wealth Management
This service is best suited for individuals seeking a holistic approach, combining financial planning and investment management.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
I am a fee-only, fiduciary, Certified Financial Planner™️ practitioner and I help people plan their retirement, protect their nest egg, reduce their tax liability, and avoid challenges.
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Having worked as a financial planner since 2012, I primarily advise clients who are business owners, medical professionals, and retirees. My specialties include working with individuals approaching retirement to establish a strategy to turn their assets into a reliable stream of tax-efficient retirement income.
My wife is a nurse practitioner at Advocate Lutheran General Hospital in Park Ridge, Illinois. Over the years, I have learned how to maximize her employee benefits while learning about the unique challenges people in her profession face. In my free time, I love to spend time with my family, work out and make food.
Our Process
Initial Consultation
We will assess a mutual fit, build rapport, and share more information about our firm and pricing to plan next steps.
Discovery Meeting
Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objectives.
Get Organized Meeting
We will collect any necessary information while helping you sort through your financial lives and get organized.
Explore Possibilities Meeting
Analyze and evaluate your current financial status together using SWOT analysis, our financial planning software, and any additional tools that may be needed.
Plan Delivery Meeting
Develop and present financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations as soon as possible
Ongoing Financial Planning
We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress.
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