Protecing Your Assets for Generations to Come
At Outside The Box Financial Planning, we are dedicated to helping our clients achieve financial freedom and security. As a fee-only, fiduciary, Certified Financial Planner practitioner, I have been working with individuals, business owners, medical professionals, and retirees since 2012. My wife is a nurse practitioner at Advocate Lutheran General Hospital in Park Ridge, Illinois, and I have learned how to maximize her employee benefits while understanding the unique challenges people in her profession face.
Our approach to financial planning is based on the idea that financial planning is not just about investments, but about understanding the entire financial picture. We believe that every individual deserves a personalized approach to financial planning, which is why we take the time to understand each client's unique goals, concerns, and desires.
Our Services
At Outside The Box Financial Planning, we offer a range of services designed to help our clients achieve their financial goals. Our services include:
Comprehensive Financial Planning
Our comprehensive financial planning service is designed for individuals in their 30's, 40's, and 50's. This service is focused on assets accumulation, debt management, and college planning. We work closely with our clients to understand their goals and create a personalized financial plan to help them achieve their aspirations.
Comprehensive Retirement Planning
Our comprehensive retirement planning service is designed for individuals approaching retirement within the next 5 years or who are already retired. This service focuses on generating retirement income, minimizing income tax liability, and maximizing Social Security and Medicare benefits. We work closely with our clients to create a personalized plan to ensure a secure and comfortable retirement.
Wealth Management
Our wealth management service is designed for individuals seeking a holistic approach to financial planning and investment management. We combine financial planning and investment management to help our clients achieve their long-term financial goals.
Our Process
At Outside The Box Financial Planning, we believe that every financial plan is unique, and therefore, we take a personalized approach to our clients. Our process includes:
Initial Consultation
We begin with an initial consultation to assess a mutual fit, build rapport, and share more information about our firm and pricing to plan next steps.
Discovery Meeting
We focus on your concerns, goals, and desires to understand your unique needs and objectives.
Get Organized Meeting
We collect any necessary information while helping you sort through your financial lives and get organized.
Explore Possibilities Meeting
We analyze and evaluate your current financial status together using SWOT analysis, our financial planning software, and any additional tools that may be needed.
Plan Delivery Meeting
We develop and present financial planning strategies.
Ongoing Financial Planning
We implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress.
Our Values
At Outside The Box Financial Planning, we value trust, integrity, and results. We believe in building strong relationships with our clients and working together to achieve their financial goals.
Get in Touch
If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to contact us.
Excellent Financial Planning Services
Trustworthy and Reliable Advice
The reviewers praise Ivan and Outside the Box Financial Planning for their trustworthy and reliable advice, helping them navigate complex financial decisions and achieving their financial goals. Ivan's expertise in financial planning, investment recommendations, and tax savings strategies has earned him high praise from his clients.
Customized Solutions for Individual Needs
Each reviewer highlights how Ivan took the time to understand their unique financial situations and provided personalized solutions to address their specific needs. Whether it was transferring a 401k, negotiating a salary increase, or setting up retirement accounts, Ivan's tailored approach has made a significant impact on his clients' financial well-being.
Professionalism and Responsiveness
The reviewers appreciate Ivan's professionalism, responsiveness, and ability to break down complex financial concepts into easy-to-understand language. His dedication to providing exceptional customer service has earned him a reputation as a trusted financial advisor.
Life-Changing Financial Planning
Several reviewers credit Ivan with helping them achieve life-changing financial milestones, such as saving thousands of dollars annually, setting up life insurance policies, and creating balanced budgets. His guidance has had a direct impact on their families' financial futures.
