Who I Work With
A good personal and professional relationship is essential if we are going to simplify your financial life. So before we start, let’s make sure I’m a good fit for you.
Does this sound like you?
You are a busy corporate professional or small business owner. Your time is valuable and you’d like to spend less time worrying about your finances and more time doing the things you enjoy with the people you care about.
You successfully manage your household finances, but you aren’t sure where you stand regarding your future goals and aspirations. You need help crafting a plan and tracking it.
Perhaps you already have a plan, but wonder if you’re still on track. You’ve likely had changes in your life since you put your plan together and want to make sure it is still working for you.
You would rather take a balanced approach to your financial life and not radically alter your current lifestyle or your future lifestyle. You realize you only have one life to live and you want to enjoy the journey.
What I look for in a client
I’m working with a select group of clients who I get to know both personally and professionally. I enjoy working with people who appreciate the value of professional advice, the satisfaction that comes from keeping things simple and understandable, and who value my honesty and transparency in my feedback to them.
When we discuss your goals, we both realize there are no “get rich quick” or “hot investment tips”. We focus on creating and maintaining a game plan that gives you the best chance of achieving your goals.
We also spend a lot of time getting to know about your family and friends and what’s really important to you in your life.
While most of my clients are local to the Oak Park, River Forest, and Forest Park area, I work with clients throughout the greater Chicago area. I personally think it is more important to be a good fit than to live next door.
Does this sound like you?
Contact me today directly at (708) 406-9755 and we’ll schedule your no-obligation consultation.
A good personal and professional relationship is essential if we are going to simplify your financial life. So before we start, let’s make sure I’m a good fit for you.
Does this sound like you?
You are a busy corporate professional or small business owner. Your time is valuable and you’d like to spend less time worrying about your finances and more time doing the things you enjoy with the people you care about.
You successfully manage your household finances, but you aren’t sure where you stand regarding your future goals and aspirations. You need help crafting a plan and tracking it.
Perhaps you already have a plan, but wonder if you’re still on track. You’ve likely had changes in your life since you put your plan together and want to make sure it is still working for you.
You would rather take a balanced approach to your financial life and not radically alter your current lifestyle or your future lifestyle. You realize you only have one life to live and you want to enjoy the journey.
What I look for in a client
I’m working with a select group of clients who I get to know both personally and professionally. I enjoy working with people who appreciate the value of professional advice, the satisfaction that comes from keeping things simple and understandable, and who value my honesty and transparency in my feedback to them.
When we discuss your goals, we both realize there are no “get rich quick” or “hot investment tips”. We focus on creating and maintaining a game plan that gives you the best chance of achieving your goals.
We also spend a lot of time getting to know about your family and friends and what’s really important to you in your life.
While most of my clients are local to the Oak Park, River Forest, and Forest Park area, I work with clients throughout the greater Chicago area. I personally think it is more important to be a good fit than to live next door.
Does this sound like you?
Contact me today directly at (708) 406-9755 and we’ll schedule your no-obligation consultation.
Securities and Financial Planning offered through Ausdal Financial Partners, a Registered Investment Advisor, Member FINRA/ SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANICAL 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANICAL 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.
Copyright © 2010, Brian Plain. All Rights Reserved.