About

"Relevant financial planning is not a 30-second sound bite or cookie cutter/one size fits all.  You are unique, your financial strategy should be the same .  This is my guiding principle" .....Vivian Villers.

 

"Wise Advice for the Events of Life"

Often, the  occurrences  of life - both happy and sad - are overwhelming.   Making decisions clouded by emotion can be financially damaging.  You need a voice of wisdom to hold your hand and guide you through the maze.  We take pride in having both the experience and independence to create custom-tailored solutions.  Our clients include people of all ages, income and asset levels and live all across the United States.  Give us a call.

 

About Vivian Villers, CFP®, AIF®, CWS®

I am credentialed as a CERTIFIED FINANCIAL PLANNER™ practitioner, an ACCREDITED INVESTMENT FIDUCIARY® and a CERTIFIED WEALTH STRATEGIST®, with over 30 years  in practice. I began my career with a large insurance and securities firm.  After 7 years, I founded my own firm, Sage Planning, and joined Sigma Financial, an independent broker-dealer. This change allowed me to "drive my own bus"  and create individualized solutions for my clients.  

 In addition to providing comprehensive, general financial planning,  I focus on three specific areas:  Women in Business; Special Needs Families; and Charities and Endowment Funds.

On a personal note,  I enjoy The Chicago Botanic Garden, antique and classic cars, and the Art Institute of Chicago.  I love to read, travel and am a graduate of The Silva Method.  

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

The Accredited Investment Fiduciary® (AIF®) is the mark of commitment to a standard of investment fiduciary excellence.  This designation is awarded and administered by the Center for Fiduciary Standards.