Financial planning for families & business owners
Financial Planning
The best financial planning outcome is one where a team of professionals across the financial industries comes together to work for you.
The best financial planning outcome
Family and Business, Planned Together
The best financial planning outcome is one where a team of professionals across the financial industries come together to work for you, and where the most important aspects of your life are taken into consideration. As a business owner, your life is centered around two main facets: family and business. These two facets can be conflicting and difficult to manage alone.
Business requires attention to detail, forward thinking, execution and time.
Family requires attention, love, presence, grace and time.
When these two come together in a harmonious way, it gives way to the lifestyle you deserve and the financial future you have always dreamed of. Our network of professionals works together for you to make that a reality.
How we work
5-Step Process to Success
01
Discovery & Relationship
We want to know what you value, what motivates you and your vision for your life, and how you prefer to communicate. Building a relationship and rapport comes first.
02
Data Collection & Client Portal
Once you're comfortable talking about your finances, we collect your data correctly, with access to tools that make retrieving it simple. Without data, we can't interpret anything.
03
Investment Education & Analysis
There is a lot of noise around investments and returns. We simplify investing with sound education and information so you can move forward with confidence.
04
Current Position
Your current position shows the financial outcome you're producing today, whether you're on track, and whether you're aligned with your goals.
05
Recommendations & Ongoing Review
Together we build clear recommendations, put them into action and review your plan as your life and business change.
Nuances of Financial Planning with Business
Business owners need tailored, customized advice. Expect nuances related to tax and cash flow planning. A business owner's financial plan is always fluid, changing with the profitability of the business. We create your plan with your personal goals and values in mind, and achieve success by putting your business cash flow and income to work.
Let's Create Your Plan →FAQ
Financial Planning FAQs
Straight answers about how financial planning works with us.
Ask Brian a QuestionWhat is financial planning?
Financial planning is the process of organizing your goals, income, savings, investments, insurance and taxes into one coordinated strategy. A good plan shows where you stand today, what you need to reach your goals, and which steps to take first.
What happens during your financial planning process?
We start by gathering your information through a secure client portal, then walk through investment education and analysis and a clear picture of your current position. From there we build recommendations together and adjust them as your life changes.
Why do business owners need a different kind of plan?
For business owners, family finances and business finances are closely linked. Cash flow, taxes, retirement savings and the future sale or succession of the business all affect each other, so they should be planned together rather than separately.
How often should a financial plan be reviewed?
Review your plan at least once a year and after any major life event, such as a new job, marriage, a new child, buying a home, starting a business or approaching retirement.
Areas we serve
Financial Planning in South Elgin, IL
Get a clear, written financial plan from Brian Lee, a financial advisor based in South Elgin, IL 60177, serving Elgin, St. Charles, Geneva and the Fox Valley. Meetings are available online or by phone.
South Elgin, IL
Elgin, IL
St. Charles, IL
Geneva, IL
Batavia, IL
Bartlett, IL
Streamwood, IL
West Chicago, IL
Carol Stream, IL
Carpentersville, IL
Algonquin, IL
Lake in the Hills, IL
Schaumburg, IL
Hoffman Estates, IL
Huntley, IL
Wheaton, IL
North Aurora, IL
Warrenville, IL
Naperville, IL
Crystal Lake, IL
Start Your New Financial Journey With Us
Your aspirations are our inspiration. No matter where you are on life's path, we're here to meet you. Book a free consultation today.
