MINDFUL MONEY FINANCIAL COUNSEL, LLC
564 West Randolph Street, Suite 200, Chicago, IL 60661 Directions
Since 2011
Here’s The Deal:
Mindful Money Financial Counsel, LLC is a Chicago-based financial firm striving fee-only, holistic financial planning and investment guidance on a flat fee and hourly-as-needed basis. The firm specializes in retirement investment. The company provides personalized investment recommendations based on your financial situation, goals, and preferences. They work with individuals, families, and small business owners. They aim to help clients find deeper meaning, clarity, and fulfilment in their lives and with their money. They do this by collaborating with the clients to make wise and thoughtful money and life decisions to attain greater peace of mind. They provide initial assessment and discovery meetings for new clients. Mindful Money Financial Counsel offers a fifteen-minute complimentary session.
SPECIALTY:
Asset Allocation, Personal Finance, Risk and Money Management, Employee Benefits, Investment, Income Tax, 401K, Insurance, Retirement, Business, Estate, Education and Life Planning, Assets, Income, Debt, Expenses, Roth and Traditional IRA, Index Fund and Socially Responsible Investing, Money Flow & Balance Sheet
Price: INITIAL FINANCIAL PLANNING SERVICES Initial assessment and discovery meeting $600
ONGOING FINANCIAL PLANNING SERVICES
$600 ONGOING FINANCIAL PLANNING SERVICES
Wealth Builder Membership $60/month
WRITTEN HOLISTIC FINANCIAL PLAN $3,600 (based on normal complexity)
PRIVATE CLIENT
Flat fee based on complexity. Starting at $3,600/year(paid monthly or quarterly)
TBR® Inspection Report:
HOOPIS GROUP, LLC
300 South Wacker Drive, Suite 2000, Chicago, IL 60606 Directions
Since 2012
Here’s The Deal:
Hoopis Group is located at Wacker Drive in Chicago. Their team has grown from twenty to over a hundred financial planning professionals. They are a team of highly-trained, dynamic financial professionals who strive to meet their community's unique needs. The firm delivers state-of-the-art financial solutions to families, individuals, business owners, and executives. Their comprehensive financial services suite addresses their client's needs around wealth accumulation and wealth preservation and distribution. They also offer corporate clients and growing businesses, including benefits administration, risk management, business succession planning, retirement planning, and education. They also serve in Lisle and Northfield.
SPECIALTY:
Long Term Care, Employee and Executive Benefits, Risk Management, Business Education Funding Strategies, Investment, Estate, Succession, Retirement, Gift, Business Valuation, Fee-Based and Special Care Planning, 529 College Savings Plans, Life and Disability Income Insurance, Benefits Administration & Corporate Client Services
TBR® Inspection Report:
MERINO WEALTH MANAGEMENT
211 West Wacker Drive, Suite 301, Chicago, IL 60606 Directions
Since 2016
Here’s The Deal:
Merino Wealth Management is one of the financial planning firms in Chicago. Jessica is a certified financial planner professional, providing financial planning services as a fiduciary, acting in her financial planning customers' best interest. She has helped customers from all walks of life and has built up a specialty working with high-income-earning female service professionals like attorneys, consultants, and women in tech who are in their 30s and 40s. The firm provides financial advice and assessment for specific goals. They offer hands-on expertise and look forward to working with the clients for the long term. They understand that and believe that all women deserve to feel comfortable and confident in their financial decisions. Get a free consultation.
SPECIALTY:
Personalized Savings Strategies, Cash Flow and Investment Management, Tax Diversification, Family Finances, Employee Benefits Consultation, Education Funding, Insurance, Income and Retirement Planning, Business Financial & Wealth Management
Price: Starts from $2000/Year
Young Entrepreneur of the Year by the Chicago Chapter of the National Association of Women Business Owners in 2019