Financial Planning.

Intimidated by “projections” and “cash flows”? We’ve got you covered.


Preferred Providers

💰 Wall Street Prep

📍Grant Park

⚡Perfect for finance professionals and those looking to break into the industry, this 3 day intensive Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive training used to prepare incoming analysts at top financial institutions.

🎟️Check out their course 👉 here.

💰 General Assembly: Get Financially Savvy: How to Manage Your Money

📍 River North

⚡ Life throws us curve balls. Are you prepared? This financial masterclass is personally designed to empower YOU to take control of most aspects concerning your own money.

🎟️ Sign up 👉 here.

✍️ Add a provider

📍 Anywhere

⚡Don’t see what you’re looking for, or have something specific in mind? Get in touch with us and we’ll work with you to find something that fits your needs.

Get in touch 👉

🤷‍ Don't want to plan?