A Different Approach

What's Your WHY?

That's where we start. We make sure your financial planning decisions are made based on what's most important to you in your life. It's not a one-time event, but rather a series of on-going course corrections. Life happens, things will change and what's important to you will evolve. When it does, we discuss and adjust your planning as needed.

The Planning Process

The goal is to have you take on the least amount of risk possible to give you the best chance of achieving your goals. So how do we do that?

We figure out what's most important to you.
We focus on what we can control.
We ignore the rest.
We execute your plan and allow you to get back to living your life.
We review and react as your life changes.

Brian Plain, CFP® - 708.406.9755 - brian@oakparkplanner.com - 227 S Marion Street - Oak Park - Illinois - 60302

Securities and Financial Planning offered through Ausdal Financial Partners, a Registered Investment Advisor, Member FINRA/ SIPC. 220 N. Main Street, Suite 400, Davenport, IA 52801, 563-326-2064. www.ausdal.com. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ausdal Financial Partners, Inc. and Pillar Financial Advisors are independent companies. Special thanks to Carl Richards at BehaviorGap for the sketches.