Wealth Management

This service is designed for individuals looking for the combination of financial planning and investment management services. This is an ongoing service, which begins with a development of either a Comprehensive Financial Plan or a Comprehensive Retirement Plan, and continues with guidance through the implementation and portfolio management. Outside the Box Certified Financial Planners offer wealth management services to clients in Arlington Heights, Highland Park, Mount Prospect, Niles, Prospect Heights, Park Ridge, Northbrook, Buffalo Grove, Glenview, Morton Grove, Lake Forest, Fort Sheridan, Lincolnshire, Vernon Hills, Bannocksburn, Deerfield, and Riverwoods.

Our Process

We will assess a mutual fit, build rapport, and share about our firm and pricing to affirm next steps.

Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objectives.

We will collect any necessary information while helping you sort through your financial lives and get organized.

Analyze and evaluate your current financial status together using SWOT analysis, our financial planning software, and any additional tools that may be needed.

Develop and present financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations as soon as possible.

We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress.