Chicago Financial Planning

Your future
on your terms.

You are motivated to create your own path – thinking outside the usual boxes. As you build your life, budgeting, saving, investing and planning are critical to living well and following your dreams. We are a fee only planning firm with a background in arts and entertainment looking to help you carve out your future.

We work with creatives, freelancers, small business owners or anyone ready to focus on their financial future and wants a partner who can help lead the way.

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How can I help you?

I am a fee-only certified Financial Planner® with a background in the entertainment industry. Some specific goals I can help you with include:

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Why Should You Work With
Indie Financial Planning?

Transparent Fees

We are compensated on a fee-only basis – no commissions, referral fees, or hidden costs.

As a CFP® and registered investment advisor, I am required to put my clients’ interests first.

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We use cutting-edge technology to make your life easier.

This includes virtual meetings, tracking your results online, and easy document access.

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With a mix of plan options, we can create a plan that fits your specific needs.

With virtual or in-person meetings, we can be there for support from anywhere on most schedules.

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