Financial planner helping Gen X families live better by blending what works best for them both financially and emotionally. Serving Gen X families locally in Chicago, Oak Park, Riverside, and La Grange, IL and virtually across the United States.
 

Hi, I’m Brian Plain, CFP®.

Virtual financial planner helping Gen X families live better by blending what works best for them financially & emotionally.

 
 
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You want to make sure you’re getting this right.

You’re making more money than you ever have before, saving for your retirement & college for the kids and have set aside a good cash cushion…

But you still wonder where all your money is going each month and occasionally bicker with your partner over even small financial decisions.

With all that you’ve managed to do, you still find yourself lying awake at night wondering: "What if we’re doing this all wrong?"

 
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 What if you could…

Financial Planner | Chicago IL

Create a plan that works for you as an individual AND as a couple

Financial Planner | Oak Park IL

Make financial decisions that balance what works emotionally AND financially

Financial Planner | Oak Park IL

Stop feeling overwhelmed and start feeling empowered

 

Hey, I'm Brian, and I can help.

I’m a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience running my own lifestyle financial planning practice. I live with my wife & two daughters in Riverside, IL and work virtually with Gen X families in their late 30s to mid 50s across the United States along with serving clients in my local communities of Oak Park, IL, La Grange, IL and Riverside, IL.

 
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I’m not your parents’ old school financial advisor.

We meet online and work around your schedule. We also only have meetings when there’s something worth discussing and there are no three-ring binders full of useless print-outs here.

 

Here’s how I can help:

  1. Serve as your guide to help create & craft your path forward

  2. Hold you accountable to the actions necessary to make it happen 

  3. Find what works for you and your family emotionally and financially 

 Ready to learn more about whether working together makes sense?