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835 Glen Crest Drive
Suite 12
Glen Ellyn, Illinois 60137
(630) 942-9005

Financial Planning

Planning for your future...

A young married couple with a young child on the way was referred to me after receiving an inheritance. Although not large, the money would allow them to pay off debt, put some money away for retirement savings and assist them with a down-payment for a new house. They still needed to invest wisely and manage their spending to reach their long-term goals.

Working with this couple we accomplished the following:


Results --Developed a financial plan

  • Reduce outstanding debts as soon as possible
  • Save to buy a new, larger home
  • Analyze current assets and 401k plan, and look at how to save for college
  • Evaluate auto, home, and life insurance coverage
  • Increase cash flow
  • Consolidated and significantly reduced debt
  • Bought a new, larger home
  • Analyzed and re-positioned retirement and non-retirement assets
  • Opened a ROTH IRA for stay at home mom
  • Established a 529 College Education fund
  • Increased their insurance coverage at lower overall cost
  • Laid out a written plan for their future

The young couple was happy to establish a roadmap for their family's future. They understand the importance of balancing short term and long term goals and the associated tradeoffs. They decided to buy a new home and we were able to assist them with the mortgage financing and they had the resources for the down-payment. As their financial coach we are in contact with them 3-4 times per year monitoring their progress and answering and addressing issues they may have. See Our Process that go through to assist our clients. Feel free to call us today to arrange your complimentary one hour consultation.

*All situations are different, please consult your financial professional for information regarding your needs and suitability issues." "An investor should consider the investment objectives, risks and charges and expenses associated with municipal fund securities(529 Plans) before investing. More information about municipal securities is available in the issuer’s official statement. The official statement should be read carefully before investing.