FAQ

What is a CFP®?

According to Investopedia, a Certified Financial Planner is a formal recognition of financial planning, taxes, insurance, estate planning, and retirement saving expertise. CFPs manage your finances, including investment planning, retirement planning, insurance, and education planning.

Are you a fee-only fiduciary advisor?

Yes, we are held to the fiduciary standard which means we have a legal obligation to act in your best interests. Simply put, we are expected to place our client's interests ahead of their own. To read more about fee-only financial advisement click here.

How often do you communicate with your clients?

Answer...

Do I have to live in the Chicago land area to work with you?

Answer....