Hi, I’m Brian Plain, CFP®.
Virtual financial planner helping Gen X families make confident decisions about their money by balancing what works financially & emotionally.
You’re making more than you ever have, saving for retirement, and helping pay for college for your kids.
From the outside, things look solid. But you still find yourself 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
Feel more confident and actually enjoy your life along the way
Hey, I'm Brian, and I can help.
I’m a CERTIFIED FINANCIAL PLANNER® professional with 17 years of experience helping families think through real-life financial decisions.
I live in Riverside, IL with my wife and two daughters and work virtually with Gen X families across the country.
A human relationship
to help you navigate an
increasingly complex financial life
There’s no shortage of information and tools available. The real challenge is figuring out how to use your time and money in a way that reflects your values and priorities.
Here’s how I can help:
Help you create a financial framework that fits your life
Guide you in making decisions that balance financial and personal priorities
Provide accountability so things actually get done
Ready to see if this is a fit?
No pressure. Just a conversation to talk through what’s on your mind.