The Wealthy Parent LLC
Hello! I’m so glad you are here.
The Wealthy Parent is a virtual, fee-only, advice-only comprehensive financial planning firm. My mission is to help millennial families bring structure, purpose, and clarity to their financial lives.
• I’m a mom and financial planner who believes family wealth is about more than just numbers.
• My services are flat-fee and advice-only to ensure transparency and build confidence.
• Through structured, intentional meetings I deliver clear and simple financial advice and education.
We offer flat-fee 6-month comprehensive financial planning engagements, during which we'll review all aspects of your financial life and develop a plan to get you where you want to go. By the end of the 6 months, the goal is that you will have the planning recommendations implemented and will also have the skills, knowledge, and systems in place to feel confident managing your finances on an ongoing basis.
Advice-only is a great choice if you prefer to manage your own assets, rather than delegating investment management to an advisor. We provide investment advice as part of our overall comprehensive financial planning services, without managing your assets or charging a fee based on a percentage of your wealth.
The Wealthy Parent is based in Chicago but provides 100% virtual services, which allows us to work with clients anywhere in the United States.
Visit https://www.thewealthyparent.com to learn more!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.