HI, I’m Brian Plain, CFP®.

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Financial planner helping Gen X families live better by blending what works for them financially & emotionally.

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You want to make sure you’re getting this right.

You’re making more money than you ever have before, saving for your retirement & college for the kids and have a set aside a good cash cushion…

But you still wonder where all your money is going each month and occasionally bicker with your spouse over even small financial decisions.

With all that you’ve managed to do, you still find yourself lying awake at night wondering: "What if we’re doing this all wrong?"

 
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What if you could...

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I’m a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of experience running my own financial planning practice. I live with my wife & two daughters in Riverside, IL and serve clients locally in Oak Park, Riverside, and La Grange, IL. I also provide virtual financial planning to Gen X families located across the United States.

I’m not your parents’ old school financial advisor.

You don’t have to come to my office if meeting online works better, we only have meetings when there’s something worth discussing, and there are no three-ring binders full of useless print-outs here.

 
 
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Here’s how I can help:

1. Serve as your guide to help create & craft your path forward

I’m not here to tell you how to live your life. I’m here to help you achieve the life you want. 

2. Hold you accountable to the actions necessary to make it happen

I can’t do it all for you but I can help you make sure you’re doing what needs to be done.

3. Find what works for you and your family emotionally and financially 

Your best life is all about finding that happy medium and I can help you do just that.

 

Ready to learn more about whether working together makes sense?

 
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