Checkpoint Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
70
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$0
About
The firm provides fee-only, advice-only financial planning to individuals, high-net-worth individuals, and businesses through project-based engagements. Services cover a range of planning topics including cash flow and debt management, retirement and distribution strategies, estate and gift planning, employee benefit optimization, business planning, and investment analysis.
In its recommendations the firm uses established principles such as Modern Portfolio Theory, asset allocation and passive indexing, and conducts mutual fund/ETF and risk analyses as part of financial plans. Deliverables are written reports provided after video meetings and analyses, and clients retain responsibility for implementing recommendations with their chosen custodians and service providers.
Distinctively, the firm does not provide investment management, does not accept custody of client assets, and does not use percentage-of-assets-under-management fee arrangements, relying instead on fixed-fee and hourly planning engagements. The principal brings advanced quantitative and tax credentials — including a master’s in financial mathematics, the CFA charter, and enrolled-agent status — and extended experience in quantitative risk management and insurance, which informs the firm’s emphasis on risk-aware, tax-conscious, and business-oriented planning.
Client services
Financial planning
Expertise
Business ownership considerations
Business exit / sale strategy
Retirement income strategy
Roth conversion strategy
College savings (529s, UTMA, etc.)
Fee options
Fixed fee of $2,450 for Financial Review service
$350 per hour, measured in 15-minute increments for Financial Plan and Financial Update services
Minimum fee: $2,450 fixed fee for Financial Review service Fee-only: Fixed fee of $2,450 for Financial Review; hourly fee of $350/hour for Financial Plan and Financial Update services
Main office location
Checkpoint Financial Planning
Highland Park IL, United States
Number of offices
1
Most active in
Checkpoint Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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