© 2019 by Focused Up Financial, LLC

Focused Up Financial, LLC is a Registered Investment Advisor in the State of Illinois
 

 

847.906.3049

charlie@focusedupfinancial.com
Chicago, IL & Suburbs

COMPREHENSIVE FINANCIAL PLANNING

Maybe you know exactly what you want in life. 

Maybe you don’t.

If you are clear in your goals, we want to help guide you on your specific path.

If not, we’re ready to help create them.

Our comprehensive financial planning process focuses on you

First, we listen to what makes you uniquely you.

What do you want your money to do for you? We ask questions to understand your financial history, your values, where you came from, and where you are going.

We then focus on your goals.

What goals do you want to accomplish? From the long-term goals of retirement to that week-long vacation, nothing is too small. Together we will help give vision to your goals, so we can actively take steps to achieve them.

Finally, we use your goals to develop a plan that is just right for you.

We will delve into every aspect of your financial profile to ensure you’re properly covered from all angles. This will be an on-going relationship. If something comes up unexpectedly, don’t worry –  Focused Up Financial will be there through it all. Our goal is to help you succeed at your finances and your life.

Working Together

3-6 Meetings (1st Year), which we cover:

INVESTMENTS

INSURANCE

TAX PLANNING

TAX PREP

RETIREMENT

ESTATE PLANNING

IF NEEDED:

COLLEGE PLANNING

HAVING A BABY

BUDGETING & DEBT

HOME PURCHASES

Fee

As fee-only advisors, when we work together you can be assured that the fee we charge is the only one you'll pay. There are no hidden fees, ever.

 

Learn More

 

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  • An upfront fee of $400-$1,000 (depending on the complexity).

 

 

AND

 

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  • Ongoing monthly fee based upon one percent (1.00%) of your gross income plus one-half of one percent (0.50%) of your net worth, beginning at $225/month.

 

READY TO FOCUS ON YOUR FINANCES?