Our Approach

Founded in 2005, Shallcross Financial Planning is a trusted financial advisory firm with locations in Glen Ellyn and Chicago, Illinois. As we continue to grow, we are excited about expanding our reach and helping even more clients achieve their financial goals.

In our approach, we believe in thinking outside the box. We are not afraid to challenge conventional wisdom when it comes to investing and preserving wealth. By exploring innovative strategies and staying ahead of the curve, we strive to provide you with the most effective solutions for your financial needs.

Ultimately, we believe that the greatest value we can provide for our clients is the clarity and confidence they gain about their financial future. Our aim is to empower you to make informed and sound financial decisions that align with your goals and aspirations.

We follow a comprehensive process to ensure that we address all aspects of your financial well-being. Our goal is to provide you with a clear roadmap to achieve your financial objectives and secure your future.

Step One: Holistic Audit
We begin by conducting a holistic audit of your current financial situation. This includes a thorough analysis of your income, expenses, assets, liabilities, insurance coverage, investments, and retirement plans. By understanding your complete financial picture, we gain insights into your unique circumstances and identify areas that require attention.

Step Two: Family Goal Setting
Next, we work closely with you to define your family's financial goals and aspirations. We take the time to understand your short-term and long-term objectives, such as saving for education, retirement, or purchasing a home. By aligning our strategies with your goals, we ensure that our recommendations are tailored to your specific needs.

Step Three: Analysis & Design
Based on the information gathered, we conduct a comprehensive analysis of your financial data. Our team of experts carefully evaluates your assets, liabilities, investment portfolio, insurance coverage, and estate planning documents. We utilize advanced financial tools and industry insights to design a customized plan that maximizes your financial potential.

Step Four: Findings & Recommendations
Once our analysis is complete, we present our findings and recommendations to you. We provide a detailed report that outlines our assessment of your current financial situation, identifies any gaps or areas of improvement, and presents a roadmap to help you achieve your goals. We take the time to explain our recommendations, ensuring that you have a clear understanding of the strategies we propose.

Step Five: Implementation
With your approval, we move forward with implementing the agreed-upon strategies. This may involve adjusting your investment portfolio, optimizing your insurance coverage, setting up retirement accounts, or updating your estate planning strategies. We take care of all the necessary paperwork, coordination, and execution, ensuring a seamless implementation process.

Step Six: Annual Review
We believe in the importance of regular reviews and monitoring to ensure that your financial plan remains on track. We schedule annual reviews to assess your progress, evaluate any changes in your life circumstances, and make necessary adjustments to your plan. Our team is always available to address any questions or concerns that may arise throughout the year.

Our process is designed to provide you with a clear path towards financial success. We are committed to guiding you every step of the way, helping you achieve your goals and secure a prosperous future for you and your family. Contact us today to begin your journey towards financial well-being.