Advisor at Manage Your Financial Life
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Firm
Manage Your Financial Life
Location
Northfield, IL
Credentials
CFA®, Series 63
Industry experience
1 year
Nancy Doyle is a CFA® charterholder with one year of industry experience, currently serving as the sole advisor at Manage Your Financial Life in Northfield, IL. She has been associated with The Doyle Group, LLC since 2003. Manage Your Financial Life is an independent, fee-only advisory firm that provides financial consulting and planning to individuals and high-net-worth clients. The firm offers collaborative, hourly-based planning engagements, blending traditional investment analysis with financial therapy, and does not provide discretionary portfolio management or custody of client assets.
Based on Manage Your Financial Life
Based on Manage Your Financial Life
Educational seminars/speaking engagements fees ranging from $0 to $5,000 depending on event specifics.
$250 per hour, negotiable.
Fee-only: Hourly fee of $250 per hour, negotiable, paid monthly in arrears.
Northfield, IL
Florida · Illinois · Texas
The Doyle Group, LLC
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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