Hi, I’m Brian Plain, CFP®.
Virtual financial planner helping Gen X families live better by blending what works best for you financially & emotionally.
You want to make sure you’re getting this right.
You’re making more money than you ever have, saving for retirement & paying for college for the kids, and you’ve managed to set aside a good cash cushion…
But even with all that you’ve managed to do, you still find yourself lying awake at night wondering…
"Are we doing this right?"
What if you could…
Create a framework that works for you as individuals AND as a couple
Make decisions that balance what works best financially AND emotionally
Stop feeling overwhelmed AND start feeling empowered to enjoy life
Hey, I'm Brian, and I can help.
I’m a CERTIFIED FINANCIAL PLANNER® professional with 17 years of experience providing lifestyle financial planning to help families just like yours. I live with my wife & two daughters in Riverside, IL and work virtually with Gen X families in their 40s to 60s serving clients in Oak Park, River Forest, Western Springs, La Grange, and Riverside, IL.
A human relationship
to help you navigate an
increasingly complex world.
There’s no shortage of information and online tools available to help you answer your financial questions. The real challenge is figuring out how to align your use of time and money in service of your personal values and unique family priorities.
Here’s how I can help:
Serve as your guide to help create & craft your financial framework
Find what works best for you and your family financially and emotionally
Hold you accountable to the actions necessary to make it all happen