Sage Planning has provided Concierge-based Financial Planning for over 30 years.
I've been providing tailored financial and retirement planning for clients from many walks of life. Our offices are in the northern suburbs of Chicago but those clients live all across the United States.
I specialize in • Special Needs Families •Women in Business • Retirement Plans & Planning. But, my real focus is on your needs, goals, and objectives. We listen and provide tailored options and advice to meet those needs and goals.
REQUEST A COPY OF SAGE PLANNING'S "SPECIAL NEEDS CRISIS CHECKLIST" - click here
I have earned the designations as a Certified Financial Planner (CFP®), as an Accredited Investment Fiduciary (AIF®), and as a Certified Wealth Strategist (CWS®). Each of these designations attest to my commitment to place your financial needs first.
Sage Planning is an independent financial planning firm. Let’s start a conversation to match up our extensive resources and experience with your individual needs. Also, feel free to direct your question to me or view some of the questions already received under "ASK VIVIAN."
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