Cicily Maton (BA, CFP®, Other)

Cicily Maton focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties


The Chicago office of The Planning Center (former Aequus Wealth Management Resources) has guided clients through the inevitable ups and downs of life as they have encountered obstacles and opportunities on their financial journey. Why people plan and invest is every bit as important as how. Our technical knowledge combined with a process enriched by insightful communicate are important to—and much appreciated by— clients at every level of financial sophistication.

We believe our unique method of financial planning transforms lives.  We can help build, leverage and protect your wealth to achieve your heat-felt goals.

Our mission is to lead clients on a journey of discovery of their goals, hopes, and ambitions using a process that enhances good financial decision-making. We are committed to serving the best interests of our clients and to fulfilling the trust that is placed in us.
 

Additional Information

Cicily Maton was a pioneer in life planning and an early adaptor of the tools and methods of communication developed from the research from the fields of  behavioral financial, neuropsychology and psychology. She has been a member of the Sudden Money Institute since it's inception, reaching the mastery level of CeFT™, Certified Financial Transitionist™. Financial Transitions Planning focuses on helping individuals and families think through and move through major life events so their experience is as healthy and enriching as possible.

NAPFA Start Date

March 12, 1998

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This Office

303 W Erie St Ste 311 Chicago, IL 60654-3973 Phone: (312) 664-4090