Confident steps to
YOUR FINANCIAL FUTURE
EXPERIENCES THAT MATCH YOUR LIFE
Ideal for mid career stage families and singles
Financially Fit
$3500-$4000
3 Month Financial Project
Includes all of the following:
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3 month planning experience
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Unlimited email and phone access
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Values clarification exercises
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Long-term plan trajectory for financial independence/retirement
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RSU/stock options analysis
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Investments review
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Tax savings opportunities check up
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Cash and debt management
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Net worth guidance
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College planning/ 529’s etc.
Ideal for the Self-Employed: Contractors, Service Business Owners
Business Mindset
$5500-$6000
5 Month Financial Project
Includes all of the following:
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5 month planning experience
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Unlimited email and phone access
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Values clarification exercises personal and business
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Business cash flow to personal cash management
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Retirement plan analysis and recommendations
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Tax savings, payments, and and planning analysis
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Investments review
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Bookkeeping recommendations
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College planning/529's, etc.
For business owners and busy professionals who require ongoing financial planning services and asset management
Delegator
$9000-$25,000
Ongoing Planning, Implementation and Investment Management
Includes everything from Financially Fit or Business Mindset Experiences plus the following:
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Implementation of planning action items
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Continuous ongoing planning with life change updates
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Asset management of investments professionally managed at Schwab
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Unlimited access via email, phone, in person or Zoom to your financial thinking partner
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Fee based on complexity of situation plus assets to be managed
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.
Getting to Know You and Your Aspirations
Getting Organized
Taking Action
Ongoing Planning
through Life’s
Transitions
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 Schwab. 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.
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.
INFORMATION
