Flat-fee financial advisors in Chicago

Amy Rosenow is the founder of Bold Vision Financial (formerly Fearless Financial Planning), an advice-only financial planning and education firm focused on women, families, and entrepreneurs. Prior to Bold Vision, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns. She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation. Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their two Labrador retrievers. She is involved in a variety of community and non-profit initiatives, serving as Treasurer on the board of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, and as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.

Hi! I’m Kelly. I’m a toddler mom and advice-only financial adviser who wants to help you become the wealthy parent you were always meant to be. Here's what you need to know: *I have over 10 years of experience in wealth management. *I am a CERTIFIED FINANCIAL PLANNER® with a passion for personal finance. *I am a Chartered Financial Analyst who can quickly simplify complex investment jargon. For me, being a wealthy parent is about much more than net worth. It means having the time and freedom to spend my life in ways that bring me joy. Sometimes that means spending time with my husband and son and other times it means being alone and taking a long walk along the lake. I can’t wait to meet you and learn what being a wealthy parent means to you. I created The Wealthy Parent to be the type of resource I wish I had when my son was born. Even though I was in the investment industry for over a decade I still spent hours and hours researching the best way to set up our family’s financial and estate plans. The Wealthy Parent Planning Process is a series of intentional meetings designed to educate and provide structure, purpose, and clarity to your financial life. Visit my website to book a complimentary introduction today!

Before One Wild Life Advisors was formed in 2025, I started North Park Financial Planning in 2018 to improve my own life and work in a way that allows me to spend more time with my loved ones, moving my body and traveling. I’m excited to help others engage in fulfilling work/life experiences and feel good about their financial lives. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. Working with me over time will provide the accountability you need to live your one wild life presently and decades from now. Your future self will thank you for the work we start together today.

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Hi, I’m Emi! I’m so glad you came across my profile. Here is a little about me and why I started my firm: I am a first-generation wealth builder, first-generation immigrant, first in my family to graduate college, start a business, and earn more than my parents. With every “first” came excitement but also uncertainty. Managing money, making financial decisions, and building long-term wealth felt overwhelming—because no one had taught me how. I know firsthand the challenges that come with navigating finances without guidance especially as a woman. I founded MyGen Planning to serve first-generation wealth builders and independent-minded professionals in their 20s, 30s, and 40s—who are building financial security — often for the first time — on their own terms. As we like to say, “The first in your family, but not alone.” There are four ways to work with us: Ongoing Financial Planning |Project-Based |Hourly Financial Planning |Investment Management Head over to mygenplanning.com to see how we serve our clients.

I am honored to accompany my clients on their financial wellness journey, letting go of financial stress and anxiety, making space for joy and peace in their lives. Prior to co-founding One Wild Life Advisors, LLC I owned Tree Fort Financial, Inc. for over 10 years, started by my father in 2003. My family has an extensive history of entrepreneurship, and I have seen first-hand the opportunities and challenges of business ownership. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. I am down to earth and practical, and bring a common sense approach to personal finance. In working with me, I hope you will experience a better understanding of your financial situation; have a clear framework for financial decision making; and gain a trusted partner to help on your journey. Together, we'll discover your goals and values and plan for YOUR one wild and precious life.