Can I work with you if I don’t live in Illinois?

Yes! I run a virtual practice that travels with me wherever I go. While I spend most of my time in Chicago, I am also often in California and stay abreast of different state laws that might be relevant to your financial plan.

We work with a variety of planning software platforms that allow us to securely share information and allow you to visualize your plan as it continues to develop. You don’t have to make time to come into the office to review any new developments. We can meet virtually either on the phone or on video pretty much any time that works for you.

Indie Financial Planning is registered in the State of Illinois but we can work with clients in any state.