Katie Blechschmidt (CFP®)

Katie Blechschmidt focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Divorce Planning

High Net Worth Client Needs

Medical Professionals

Women's Financial Planning Issues

Planning Specialties

We create and implement an investment strategy backed by a holistic financial plan that allows our clients to live life on their terms. While optimizing an investment strategy is important, we also proactively help our clients navigate all aspects of their financial life including, cash flow and debt management, tax planning strategies, college planning, retirement income planning, and asset protection. We service a variety of clients throughout Illinois, Florida and across the U.S.

Additional Information

Katie is a Certified Financial Planner™ professional. She holds a Bachelor of Social Work from Colorado State University. In her free time, you'll find Katie spending time with her family, practicing yoga, reading, and traveling. She lives with her husband, Andy, and their 80-pound dog, Lenny, in Naperville, IL. Follow FMI on LinkedIn: https://www.linkedin.com/company/fmi-financial