1655 North Arlington Heights Road
With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating an investment strategy helps you see the big picture and set long and short-term life goals.
As a Certified Financial Planner (CFP)®, I will help you stay on track to meet your financial goals. Most people think all financial planners are "certified", but this isn't true. Anyone can call themselves a "financial
planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® designation marks, which represent a high level of competency, ethics and professionalism.
By considering all parts of your financial situation, I can help you manage your finances and develop a strategy for meeting your goals.
WHAT IS THE CERTIFIED FINANCIAL PLANNER TM CERTIFICATION?