Jacki Liautaud
Advisor at One Wild Life Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at One Wild Life Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
Flat: 9,000-25,000
Initial/one-time financial plan project $4,000-6,000
One Wild Life Advisors LLC
2024 - Present (2 years)
Tree Fort Financial, Inc.
2014 - Present (12 years)
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