Mindful Money Financial Counsel

Mindful Money Financial Counsel is a Chicago-based firm offering fee-only, holistic financial planning and investment advice on a flat fee and hourly-as-needed basis. Our financial planning process has been designed around your needs. Whether you are looking for one-time financial advice or an ongoing relationship with a financial advisor, we have affordable, transparent solutions to meet your needs. Our financial planning and investment advice services are primarily through individual consultations and written financial plans. 

We give holistic and comprehensive advice in the following areas: budgeting, investment planning, insurance planning and risk management, employee benefits planning, debt planning, income tax planning, retirement planning, education planning, and estate planning.