Some people consider financial planning part art, part science. We tend to agree. Although there are certainly tried-and-true guidelines that work for many people—that’s the science—for others, their vision of where the you’re trying to go may need some developing—that’s the art. At Chicago Oakbrook Financial Group, financial planning entails both disciplines. As planners, our task is to find the appropriate balance for each of our clients. You might think of us as financial architects.
Your financial situation isn’t some isolated, discrete aspect of your life. After all, you’ve worked hard to earn your money. It is connected to—and affects—every other aspect. There are ripples and ramifications emanating from every decision, every action you take. This is why we make it a priority to see the full picture of your life—your preferences, aspirations, priorities, goals, and dreams. Equipped with this fuller understanding of you, we can initiate and sustain a conversation about how to ensure that your financial situation is balanced and helps supports the rest of you. Pursuing balance and security in all aspects of your life is the surest way to live a satisfying, fulfilling life. Our role is to help you accomplish this.