What would being financially fearless mean for you?

Living Life Full Out?

Fearless Financial delivers advice-only financial planning for those who see wealth as a vehicle to living a more fulfilling, fearless life. They have big dreams and know smart financial planning can get them there!

We work with women, families, and entrepreneurs in their earning years who juggle multiple financial concerns and responsibilities.

We meet you where you are, analyze you where you are, and prioritize your financial activity to get you on track for your goals. And we make the process fun too!

Let’s Define What Wealth Means to You.

Wealth means different things to different people.
For some people, it means vacation homes and fancy cars. For others, it means early retirement, opening a new business, or having enough money to take a few years off for a sabbatical or family adventure. It could mean building a wing onto a hospital or making a sizeable donation to your favorite nonprofit. Or paying for your grandchildren’s education.

Everyone’s definition of wealth is different, and you can’t pursue it until you define it.

We’re the ones who ask the tough questions to help you define what wealth means to you and then achieve it through a robust, dependable financial plan.

So, what’s your definition of wealth? Tell us and let’s make a plan!

Why Work With An Advice-Only Planner?

Our advice-only model is atypical in the industry. We do not earn commissions on your investments, pressure you to move your money to certain institutions, or hawk any financial products. Instead, we offer advice and a solid, fearless financial plan for you to do great things with your money…and your life!

We are not Commission-Based Advisors who get paid to sell you a financial product (like an insurance policy, investment product, or annuity). Our model prevents the opportunity for product sales to create misaligned incentives.

We also are not Fee-Based Advisors. They receive both fees AND commissions.

We are different from typical Fee-Only Advisors, who generally charge clients a percentage of their Assets Under Management (the AUM Model).

Instead, we are part of a small but growing group of Fee-Only advisors who choose to provide Advice-Only. In our opinion, it’s the best way to help clients review their situation holistically, and empower them with rewarding financial recommendations to reach their dream goals. We can then serve as an accountability partner and sounding board to help you navigate your financial goals over time.

If you are looking for an ongoing relationship with a financial advisor to help you work towards your goals to greater wealth, we’d welcome the opportunity to speak with you.

I founded Financial Fearless in 2021 after working in financial services for more than twenty years. After graduating from Cornell University, I worked on Wall Street for JP Morgan, Bear Stearns, and Morgan Stanley before I became Chief Operating Officer, Chief Compliance Officer, and Partner at Sheffield Asset Management, L.L.C., a Chicago-based investment management firm. In my decade there I was responsible for operations, client service, investor relations, marketing, risk management, compliance, and technology.

Beyond that, I live in Chicago with my husband, two daughters, our chocolate Labrador retriever, and our newly rescued Labrador mix puppy. I love reading, live music (especially Billy Joel), travel and sports. I have adopted some Chicago teams while staying loyal to my NY roots and thus cheer for the Yankees and Cubs, Rangers and Blackhawks, Knicks and Bulls, Giants and Bears (but I do work with Mets fans and both kinds of Sox fans, too!)

Want to talk about developing a financial plan fearless enough to take on your greatest dreams? Set up a time using the link below. Let’s figure out what wealth means to you and how we can get you there!