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The Grace Financial Planning Company is a fee-only financial planning and Registered Investment Advisory firm located in Warrenville, Illinois just west of downtown Chicago. We specialize in providing hourly, as-needed financial planning advice to individuals and families, regardless of networth or level of income. We sell no products and accept no commissions from any source. We are not affiliated with any bank, brokerage or insurance company. We work only for our clients.
Your financial health is a lot like your physical health, it requires periodic monitoring. As a fee-only planner, Deborah's practice works much like your doctor's office. You can call to schedule a check-up or to discuss a problem or concern. The financial planning process is not about our ideas as much as it is about the lives of our clients and how our ideas might fit into that life.
As you have heard before, you don’t have to have a fortune to start building one. The most important thing is to just get started. Whether you are saving for the future — or seeking to protect, enjoy and pass on wealth you may already have — The Grace Financial Planning Company can help you along the way.
Your financial objectives may include:
- Planning for retirement
- Saving for a child's education
- Getting financially organized
- Reviewing your current investments
- Getting a handle on your spending
- Being more financially educated
- Feeling in control of your finances
To help you reach these important goals, our services include:
- Investment Planning
- Retirement Planning
- Cash Flow Analysis/ Budgeting Help
- College Funding Advice
- Portfolio Asset Allocation
- Second Opinion on Investments or Current Financial Plan
OUR MISSION
Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests (please see our definitions of these words, below).
Please read Seven Steps To Building A Brighter Financial Future -- then click the Contact Us button on this site to schedule your complimentary, no-obligation Get Acquainted Meeting.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started!
DEFINITIONS (FROM ROGET'S INTERNATIONAL THESAURUS)
- Staunch -- Faithful, firm, friendly, reliable, solid, strong, resolute;
- Advocate -- Defender, deputy, friend, justifier, supporter, advisor;
- Fiduciary -- Trustee, financial officer;
- Interests -- Cause, benefit, gain.
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