About Brian

 
 

I’m Brian Plain, a 38 year old husband and father. I live in Riverside, IL, have an office located in Oak Park, IL, and serve the communities of Oak Park, Riverside, and La Grange, IL.

I’m a CERTIFIED FINANCIAL PLANNER™professional and for the past 10+ years I’ve been helping families like yours get their finances set up for the life they want.

You know how everyone says they’d quit their job if they won the lottery? Well, I’d wake up and do exactly what I’m doing right now. Plus I’d never win the lottery because I don’t like lighting my money on fire. (Have you not seen how bad the odds are?)

 
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Not your parents' old-school financial advisor

You don't have to come to my office for meetings (unless you want to!), and I won't give you giant three-ring binders full of useless print-outs.

Most importantly, I'm not here to make you feel ashamed of your choices, tell you everything you're doing is "wrong," or scare you into saving more for retirement.

Instead, here's my approach:

  • I provide a long-term human relationship with my clients. I'll learn about you and your family over time, understand how you tick, and make recommendations based on your unique situation, goals, and feelings.

  • I help you find a "happy medium" – that place between short-term and long-term, now and later, spending and saving, enjoying and planning. Your goal might not be to have a giant pot of money left over at the end of your life – it could be to enjoy your time now, with comfort and confidence.

  • I understand that the answers aren't found exclusively in a spreadsheet calculation – but rather in blending what works for you both emotionally and financially.

  • The financial planning software I use with my clients helps us use our time efficiently – and provides a flexible tool that helps you make educated financial decisions over time.

It’s not my job to tell you how to live your life. Instead, I’ll help you live better by guiding you towards decisions that work well for you and your family.

 
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Community Involvement

In addition to running their own businesses and raising me and my three sisters, my parents were always giving back to our local community. They coached all of our sports teams, ran the PTA, and started a local Boys & Girls Club to help out our friends that weren’t as fortunate as we were.

My parents’ generosity instilled a similar sense of responsibility within me, and I’m proud to give back in my local communities of Riverside & Oak Park as:

 
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None of this would be possible without the love and support I receive day in and out from my wife, Michelle. Michelle is passionate about health, fitness, and food. She’s a full-time HR manager and a wonderful mother to our daughter Reagan, who we call "The Intern" around here.

We enjoy coaching her soccer team together and watching her numerous ballet, tap, and gymnastics performances. Her aptitude for sarcasm - at age five no less - also confirms karma is real and she pretty much rules the house.

 
 
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What’s a CERTIFIED FINANCIAL PLANNER™ Professional?

As a CFP® professional I’ve met some fairly rigorous standards and have agreed to hold to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients. I’m also held to a fiduciary standard that requires me to put the interests of my clients ahead of my own.

 
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Becoming a CFP® professional required thousands of certification hours, met through years of work experience. All CERTIFIED FINANCIAL PLANNER™ professionals adhere to one of the the highest ethical and educational standards in the industry.

And as a CFP® professional and a fiduciary, I’m committed to helping you and your family set up your finances for the life you want.


 
 
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