Sheila P. Padden, Cpa, Cfp®, Rlp®

Sheila P. Padden, Cpa, Cfp®, Rlp® Email and Phone Number

Founder at Padden Financial Planning, Comprehensive Fee-Only Financial Planner @ Padden Financial Planning
Sheila P. Padden, Cpa, Cfp®, Rlp®'s Location
Greater Chicago Area, United States
About Sheila P. Padden, Cpa, Cfp®, Rlp®

Sheila founded Padden Financial Planning, based in Chicago, to provide comprehensive, fee-only financial planning for individuals and families. Focused on the big picture, Sheila puts 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. As a CPA for over 25 years, Sheila brings a long history of integrity, quality and value to her practice. Sheila is a Certified Financial Planner™ professional and a NAPFA-Registered Financial Advisor, as well as a member of the Alliance of Comprehensive Planners (ACP) and Financial Planning Association (FPA). Sheila is also a member of the American Institute of CPAs and its Personal Financial Planning Section. Sheila was drawn to personal financial planning through her work with small business owners and through strategic planning work. Also, in her personal life, Sheila managed the family finances and became frustrated that their advisors did not have the big picture.After completing Northwestern University's CFP Program and passing the rigorous CFP Exam, Sheila knew that she would re-focus her career on Personal Financial Planning. At the NAPFA conference in Chicago, Sheila learned about fee-only practice models, met amazing fee-only advisors, and felt relieved that she could continue working as a trusted advisor and not sell commission-laded products.Sheila graduated with Honors from the University of Notre Dame and holds a Bachelor's of Business Administration in Accountancy. Sheila is actively involved in Notre Dame Women Connect where she is national chair, and in the Center for Economic Progress where she is a tax preparer for low-income families.Favorite activities include: tennis, golf, reading and spending time with family and friends. Sheila has been married to Mike for over 25 years and they have 4 amazing children together.

Sheila P. Padden, Cpa, Cfp®, Rlp®'s Current Company Details
Padden Financial Planning

Padden Financial Planning

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Founder at Padden Financial Planning, Comprehensive Fee-Only Financial Planner
Sheila P. Padden, Cpa, Cfp®, Rlp® Work Experience Details
  • Padden Financial Planning
    Founder & Fee-Only Financial Planner
    Padden Financial Planning Feb 2013 - Present
    Greater Chicago Area
    Sheila Padden 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
  • Sheila Padden Cpa
    Certified Public Accountant
    Sheila Padden Cpa 1999 - 2013
    Greater Chicago Area
    Provided a wide variety of financial services including financial reporting, financial planning, and strategic planning
  • Sweet Lies Golf
    Cfo
    Sweet Lies Golf 2005 - 2009
    Greater Chicago Area
    Directed all financial aspects of the business, including, cash flow, profit/loss, inventory, supply chain, and strategic planning. Sweet Lies Golf was a privately owned small manufacturer of high-end golf apparel for women.
  • Two Degrees
    Consultant
    Two Degrees 2000 - 2001
    Greater Chicago Area
    Directed the accounting for the disposition of a $1 billion segment of a Fortune 500 Company
  • Ernst & Young
    Manager
    Ernst & Young 1999 - 2000
    Greater Chicago Area
    Audit manager in the health services industry.
  • Deloitte & Touche
    Manager
    Deloitte & Touche 1982 - 1990
    Greater Chicago Area
    Audit manager in the financial services industry directing all aspects of audits. Authored quarterly newsletter for bank clients. Wrote in-house training materials for banking industry and taught at national conferences.
  • Pwc
    Supervisor
    Pwc 1978 - 1982
    Fort Lauderdale, Florida
    Audit supervisor in the financial services industry specializing in banks, savings & loan associations and commodity brokers and dealers.

Sheila P. Padden, Cpa, Cfp®, Rlp® Skills

Estate Planning Cash Flow Analysis Fiduciary Portfolio Optimization Investment Allocation Accounting Personal Tax Planning Cash Flow Retirement Savings Corporate Tax Planning Wealth Preservation Planning Retirement Income Strategies Estate Tax Planning Tax Planning Fiduciary Services Comprehensive Planning Retirement Planning Financial Planning Portfolio Management Education Funding Certified Public Accountant Investments Financial Risk Business Development Portfolio Analysis Education Planning Strategic Planning Investment Advisory Asset Allocation Financial Services Asset Protection Wealth Management Charitable Gift Planning Financial Accounting Cash Flow Forecasting Strategic Financial Planning Business Planning Risk Management Asset Management Business Tax Planning Certified Financial Planner Investment Advisory Services Financial Analysis Holistic Financial Planning Personal Financial Planning Tax Preparation Small Business Business Strategy Financial Risk Management Tax Advantaged Investment Strategies

Sheila P. Padden, Cpa, Cfp®, Rlp® Education Details

Frequently Asked Questions about Sheila P. Padden, Cpa, Cfp®, Rlp®

What company does Sheila P. Padden, Cpa, Cfp®, Rlp® work for?

Sheila P. Padden, Cpa, Cfp®, Rlp® works for Padden Financial Planning

What is Sheila P. Padden, Cpa, Cfp®, Rlp®'s role at the current company?

Sheila P. Padden, Cpa, Cfp®, Rlp®'s current role is Founder at Padden Financial Planning, Comprehensive Fee-Only Financial Planner.

What schools did Sheila P. Padden, Cpa, Cfp®, Rlp® attend?

Sheila P. Padden, Cpa, Cfp®, Rlp® attended University Of Notre Dame, Northwestern University, Leopold-Franzens Universität Innsbruck.

What skills is Sheila P. Padden, Cpa, Cfp®, Rlp® known for?

Sheila P. Padden, Cpa, Cfp®, Rlp® has skills like Estate Planning, Cash Flow Analysis, Fiduciary, Portfolio Optimization, Investment Allocation, Accounting, Personal Tax Planning, Cash Flow, Retirement Savings, Corporate Tax Planning, Wealth Preservation Planning, Retirement Income Strategies.

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