Empowering our clients to take control of their financial future
Our Vision
Padden Financial Planning empowers individuals and families to achieve financial clarity, security, and independence through holistic financial planning. We believe financial planning is a journey, not a destination, and we're committed to accompanying you every step of the way.
Who We Are
Founded by Sheila Padden, CPA, CFP, Padden Financial Planning is a fee-only financial planning firm based in Chicago, Illinois. Sheila's unique combination of expertise in accounting, taxation, and financial planning allows her to address all aspects of your financial life with holistic precision and clarity.
Our Approach
Our planning process starts with understanding your unique goals, values, and anxieties. We work collaboratively with you to:
- Define your financial goals: Whether it's retiring early, planning for your children's education, or securing your retirement, we'll work with you to establish specific goals and prioritize your needs.
- Assess your current financial situation: We'll review your investments, taxes, insurance coverage, and estate plan to identify opportunities for improvement.
- Develop a personalized plan: We'll design a customized plan that aligns with your goals, considering your financial situation, risk tolerance, and financial resources.
- Execute and monitor your plan: We'll work with you to implement your plan and track your progress over time.
Our Services
- Financial Planning: Comprehensive planning encompassing investments, taxes, insurance, estate planning and retirement planning.
- Investment Advice: Objective and personalized guidance on building and managing your investment portfolio.
- Tax Optimization: Strategies to minimize your tax burden and maximize your savings.
- Asset Allocation: Developing a diversified portfolio based on your individual needs and goals.
Our Values
Our values guide our interactions with clients and our approach to financial planning:
- Integrity: We are committed to ethical practices and transparent communication.
- Client-Centeredness: Your goals and concerns are our top priority.
- Transparency: We believe in open communication and clear explanations.
- Collaboration: We work as partners with you to achieve your financial goals.
Overall Experience
The review highlights a highly positive experience with the subject, who is described as having a "beautiful spirit" and being a "beautiful woman with great instinct".
Advice and Guidance
The subject provided great advice that led to the reviewer's portfolio doing quite well even three years later. The reviewer appreciated the subject's ability to listen to their goals and provide valuable guidance.
Personal Touch
The reviewer was also impressed by the subject's kind gesture of paying for their coffee, which adds to the overall positive impression of the subject.
