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Confident steps to
YOUR FINANCIAL FUTURE

EXPERIENCES THAT MATCH YOUR LIFE

Ideal for mid career stage families and singles

 

Financially Fit

 

 $3500

3 Month Financial Project

 

Includes all of the following:

  • 3 month planning experience

 

  • Unlimited email and phone access

 

  • Values clarification exercises

 

  • Long-term plan trajectory for financial independence/retirement

 

  • RSU/stock options analysis

 

  • Investments review 

 

  • Tax savings opportunities check up

 

  • Cash and debt management

 

  • Net worth guidance

 

  • College planning/ 529’s etc.

 

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Ideal for Self-Employed, Contractors, Service Business Owners

 

Business Mindset

 

$5500

5 Month Financial Project

 

​Includes all of the following:

  • 5 month planning experience

 

  • Unlimited email and phone access

 

  • Values clarification exercises personal and business

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  • Business cash flow to personal cash management 

 

  • Retirement plan analysis and recommendations

 

  • Tax savings, payments, and and planning analysis 

 

  • Investments review

 

  • Bookkeeping recommendations

 

  • College planning/529's, etc.

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Best for those wanting ongoing Financial Life Planning and Investments Management

 

Delegator

 $6000-$20,000

Ongoing Planning, Implementation and Investment Management

 

Includes everything from Financially Fit and Business Mindset Experiences plus Implementation of planning action items 

  • Continuous ongoing planning with life change updates

 

  • Asset management  - qualifying investments professionally managed at TD Ameritrade/Schwab

 

  • Unlimited access via email, phone, or video conference to your financial thinking partner

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OUR PROCESS

Depending on the above experience assigned, you will go through some or all of the following steps together. We work to identify your current money story and how you’d like to change it.

CONFIDENT STEP 1

Getting to Know You and Your Aspirations

CONFIDENT STEP 2

Getting Organized 

Taking Action

CONFIDENT STEP 3

Ongoing Planning

through Life’s

Transitions

CONFIDENT STEP 4

Living Your Financial Story

Confident Step 1: Getting to know you and your aspirations

 At our Getting Acquainted meeting, we will discuss your situation and what has motivated you to get in touch. We talk about your unique experiences with money and how those impact the way you interact with it now. After engaging our services, we will help you clarify your values and intentions as well as establish some short and long term goals to focus our work together.

 

Confident Step 2: Getting organized, taking action

  Next, we begin the process of getting all the data necessary to know where you stand today. Think tax returns, insurances, your business books, employee benefits, account statements, estate documents, etc. We'll also assess your capacity for risk, informing how we will manage your investment portfolio (Delegator only). Gathering this information and organizing it into an understandable statement of your current financial position and cash flow is key to getting started with your financial and life planning.  If you are utilizing a short term project experience, we will provide you with actionable items to implement on your own. (Financially Fit for W-2 only or Business Mindset for 1099 and business owners)

Confident Step 3: Ongoing financial planning and investment management

Life is constantly changing; offering up new opportunities and challenges. NPFP provides ongoing planning for life’s changes and continued implementation assistance with your plan’s action steps. Many people realize after they have gone through the initial planning stage that they want to be able to reach out to their trusted advisor with questions regularly. We act as empathetic coaches to help you stay on track and accountable to the values and goals clarified,

that continue to evolve throughout your life.

 

NPFP will manage your investment portfolio and implement your allocation strategy on a regular basis instead of you doing this on your own. We collaborate with First Ascent Asset Management and TD Ameritrade. Our investment philosophy is straight forward.  We do not believe in timing the market and focus on investing for the long-term. As such, high quality, low-cost mutual funds and ETF’s are utilized to provide you with appropriate portfolio allocation aligned to your investment proposal. 

Confident Step 4: Living your new financial story

You live your life aware of what can and cannot be controlled financially. You build behaviors over time that create your unique version of the rich life. A new money story that feels better than your first one evolves. You have more knowledge and a trusted advisor to turn to as you add more chapters to your story.

Ready to take the first step?

 

5337 N Spaulding Ave

Chicago, IL  60625

 

info@northparkfinancialplanning.com

North Park Financial Planning, LLC is a Registered Investment Advisor in the state of Illinois.

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