Fee-only financial planning

Aqua Financial Planning, LLC is a boutique financial planning and asset management firm serving the Chicagoland area with beautiful offices located in downtown Chicago (Loop) and the northern suburbs of Chicago (Lincolnshire and Vernon Hills).

As an independent Registered Investment Advisory firm, we are not beholden to any particular company or products. We offer our services on a fee-only basis which means that our only compensation is from the client. We do not accept sales commissions for any of the products that we recommend.

Aqua Financial Planning's objective is to help you achieve your financial objectives.

"A goal without a plan is just a wish."
Antoine de Saint-Exupery

We offer a full array of Financial Planning services including:

  • Retirement Plan Savings & Distribution
  • Cash Flow, Savings & Budgeting
  • Employee Benefit Guidance
  • Women's Financial Needs
  • Planning for Single Individuals
  • Education Planning
  • Investment Planning
  • Small Business Retirement Plans
  • Insurance Consulting
  • Tax Planning
  • Mortgage Review and Assistance
  • Planning for Young Professionals

Our Asset Management Fees are all 1% or lower

We offer financial planning services on a PROJECT or HOURLY basis so that you can use us as much or as little as you need to.

Our FINANCIAL PLANS are personalized and created based upon YOUR needs and objectives.

We hope that the information provided on this website will offer you some insight as to what we do and how we can help you to achieve your goals and dreams.