Sheila Padden founded Padden Financial Planning, based in Chicago, to provide comprehensive, fee-only financial planning for individuals and families. Focused on the big picture, we put the pieces of the puzzle together to define goals, optimize investments, minimize taxes, and create a roadmap for reaching goals and financial independence. As a fee-only fiduciary, Sheila accepts no commissions or referral fees - ever.
Padden Financial Planning provides holistic financial planning as a process, not an event. We focus on your goals, integrate all areas of your financial life, recognize how your beliefs and attitudes impact the financial decisions you make, and make adjustments as your circumstances change. Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals.
Your financial plan will include insurance review, estate planning review, tax planning and preparation, investment allocation and implementation, retirement planning, cash flow planning, education funding, small business planning, and on-going consultation. Learn more at https://paddenfinancial.com
Company Details
- Employees
- 2
- Founded
- -
- Address
- 10422 S. Longwood Dr., Chicago,illinois 60643,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://paddenfinancial.com/
- Keywords
- Financial Services, Financial Planning, Holistic Financial Planning, Tax Planning, Tax Preparation, Estate Planning, Retirement Planning, Risk Management, Portfolio Analysis, Investment Allocation, Investment Implementation, Investment Advisory, Cash Flow Planning, Business Planning, Education Funding, Asset Allocation, Portfolio Management, Wealth Management, Certified Financial Planning, Certified Public Accounting, Fee-Only Financial Planning.
- HQ
- Chicago, Illinois
- Competitors
- PMG Wealth Management, DeRose Financial Planning Group, Infinity Wealth Management, LLC, Total Wealth Planning, LLC, Chicago Oakbrook Financial Group, Archiwealth, Werth Weil Wealth Management, THOR Wealth Management, Financial Solutions Advisory Group, Inc., Signature Advisors Group, Ltd..
Padden Financial Planning Questions
Padden Financial Planning's website is https://paddenfinancial.com/
Padden Financial Planning's LinkedIn profile is https://www.linkedin.com/company/paddenfinancialplanning
Padden Financial Planning has
2 employees.
View email and phone details for 2
employees at Padden Financial Planning.
Padden Financial Planning's industry is
Financial Services
Padden Financial Planning's top competitors are
Pmg Wealth Management,
Derose Financial Planning Group,
Infinity Wealth Management, Llc,
Total Wealth Planning, Llc,
Chicago Oakbrook Financial Group,
Archiwealth,
Werth Weil Wealth Management,
Thor Wealth Management,
Financial Solutions Advisory Group, Inc.,
Signature Advisors Group, Ltd..
Padden Financial Planning's categories are Financial Services
Padden Financial Planning's founding year is 2013
