Empowering You, Your Life, and Your Money
Our Vision and Values
Mindful Money Financial Counsel believes in a world where financial advisors operate as trusted partners, empowering individuals to achieve holistic financial wellness. We prioritize trust, optimism, creativity, wellness, sustainability, compassion, and humility in every interaction.
Who We Are
Founded in 2010, Mindful Money Financial Counsel is a Chicago-based firm offering fee-only, holistic financial planning and investment advice. Led by Certified Financial Planner (CFP) Colin Chase, we prioritize personalized, collaborative guidance to empower clients to make confident financial decisions for their unique needs.
Our Services
We offer a comprehensive range of services designed to navigate various financial goals and challenges:
- Financial Planning: Creating a personalized roadmap that aligns with your unique values, goals, and circumstances.
- Investment Management: Tailored strategies to achieve your financial goals through diversified and responsible investing.
- Debt Management: Strategies and solutions to tackle debt and achieve financial stability.
- Retirement Planning: Comprehensive plans to maximize retirement savings and ensure a comfortable post-career.
- Estate Planning: Ensuring your financial legacy is protected with proper documentation and strategies.
Our Approach
We believe in a holistic approach to financial planning, considering your financial life as an interconnected whole. We prioritize understanding your unique needs, values, and aspirations to provide personalized recommendations and actionable steps.
What Sets Us Apart
- Fee-only model: We are compensated only for the value we deliver, ensuring objectivity and client-centered guidance.
- Independent and locally owned: We are not beholden to any large corporations, allowing us to prioritize your needs.
- Flexible engagement options: Choose the level of support that suits your individual needs - ongoing guidance or one-time consultations.
Join Us on Your Financial Journey
If you're seeking a trusted partner to guide you toward financial clarity, peace of mind, and success, please reach out to Mindful Money Financial Counsel. We are eager to help you achieve your financial goals and live a fulfilling life.
Overview
The reviews are about Colin, who provided financial services that exceeded the author's expectations. He was compassionate, empathetic, and tailored his services to fit within the author's budget, offering creative solutions to help manage credit card debt.
Key Strengths
Colin's strengths include his lack of judgment, understanding, and ability to create solutions that are easy to maintain. He helped the author and their partner figure out solutions they wouldn't have thought of otherwise and created a plan that can be followed with minimal effort. He also provided peace of mind and took a load off the author's shoulders.
Budget-Friendly Solutions
Colin was able to help the author create a plan to pay off their credit cards within a specific timeframe, while also staying within their budget. This was a significant concern for the author, but Colin's solutions put their minds at ease.
Professionalism and Communication
Colin's professionalism and communication skills were notable, as the author felt heard and understood throughout the process. The author mentioned feeling nervous about being judged, but Colin's non-judgmental approach put them at ease.
Recommendation
The author highly recommends Colin Chase and would go back to him again for future financial services.
Feedback and Conclusion
Overall, Colin's services exceeded the author's expectations, offering creative solutions, budget-friendly plans, and a non-judgmental approach. The author left the meeting feeling relieved and confident in their ability to manage their debt.
