An Interview with Liane

I find deep satisfaction in helping people achieve their financial goals.

I am a CERTIFIED FINANCIAL PLANNERTM professional.  To maintain certification, CFP® practitioners are required to satisfy ongoing ethics and education requirements.  I have advised clients since 1997. Before entering the financial planning profession, I served in the Air Force as a financial analyst.  I am a distinguished graduate of the United States Air Force Academy, graduating with both academic and military honors.  I also have a Masters in Public Sector Financial Management from the University of Maryland.

  • CERTIFIED FINANCIAL PLANNERTM Professional
  • NAPFA-Registered Financial Advisor
  • Garrett Planning Network – Member

Comprehensive financial planning, informal planning sessions, check-ups and second opinions, retirement funding analysis and strategies, investment portfolio design and review, education funding analysis and advice, employee benefits analysis and advice, company retirement and 401(k) plan advice, cash management and budgeting services, insurance needs analysis and review, estate planning review and guidance, and long-term care planning.

Comprehensive planning and informal planning sessions are the most common engagements.  Services are available to anyone on an hourly, as-needed basis.

No.

Yes. Not with the SEC, but with the State of Illinois.

Yes.

Fee-Only – Hourly.

There are no minimums.  Cost is based on time spent. The hourly rate ranges from $150 to $240/hr.  See the price estimates on the Planning Services page for additional information.

Yes.

Yes, except for the informal planning sessions, which produce an action plan/to-do list.

Not usually.

Yes.