Outside The Box Financial Planning

Outside The Box Financial Planning is a fee-only financial planning firm led by a CERTIFIED FINANCIAL PLANNER practitioner. The firm focuses on retirees and medical professionals, with services covering comprehensive financial planning for professionals in their 40s and 50s, comprehensive retirement planning for people within about five years of retirement or already retired, and wealth management that combines planning with investment management.

Clients describe help with 401(k) rollovers, ESOP decisions, retirement income, tax planning, life and disability insurance, college funding and budgeting. The firm works with clients nationwide and is located in the Wheeling area of Illinois. New clients start with an introductory fit meeting, followed by a discovery meeting, a goal-setting session, an analysis meeting and a plan delivery meeting, with quarterly check-ins afterward.