A system to help you eliminate financial complexity, gain clarity, and align your finances with your dreams.
We'll map out your dreams, measure your progress, and recommend adjustments giving you confidence that your dreams can be achieved.
You are only 3 steps away from a comfortable, confident future.
1. Schedule a call
We'll have a chat, see if we're on the same page, and decide if it makes sense to continue our conversation.
2. Listening meeting
We'll discuss your dreams and why they are important to you. We'll then begin assembling your plan to help achieve them.
3. Action Plan
You'll receive your custom-crafted action plan and we'll start moving you closer to your dreams.
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How to Get Where You Want to Go
By Brian Plain, CFP®
Tired of financial complexity & confusion holding you back from living your desired life?
How to Get Where You Want to Go is your step by step guide for aligning your lifestyle & finances. You'll also get my email updates on lifestyle & finances.
Hi, I'm Brian.
Like you, I believe financial planning ought to be about more than money. Your planning should transform your money into a life well lived. As a CERTIFIED FINANCIAL PLANNER (TM) professional, I help people do just that.
Graduated from Stonehill College with a B.A. in Finance in 2002
Completed the CFP® Certification Education Program at Northwestern University in 2007
Became a CERTIFIED FINANCIAL PLANNER (TM) professional in January 2008
Launched my lifestyle financial planning practice for Gen X families in 2009
Commissioner - Village of Riverside Economic Development Commission
Former President & Board Member of the Oak Park Tennis Center
Former Board Member at the Oak Park-River Forest Community Foundation
Growing up the son of two small business owners, I knew I wanted to start my own financial planning practice, but the time never seemed right. Then in March 2009, I was let go from my financial advisor position. So at age 29 and with the loving support of my wife, it seemed like as good a time as any to take the leap and start my own practice. Now 7 years later, my only regret is not leaping sooner. We've worked hard to build a practice that supports our dreams and allows us to enjoy the lifestyle we desire.
The decision to start from scratch would not have been possible without the support of my wife, Michelle. She has patience that I will never possess. I'm lucky to call her both my wife and best friend.
Michelle is passionate about nutrition, health and fitness. She’s also a runner, traveler, and foodie. While she’s an HR business partner by day, Michelle is a wonderful mother to our daughter Reagan (aka "The Intern") who joined our family in June 2013. To say Reagan is our world would be an understatement and yes, she’s got both Mom and Dad wrapped firmly around her finger.
My day usually begins at a local coffee shop or co-working space with coffee, which I am a snob about. I played a lot of tennis growing up and I still play at a semi-decent level most days. We enjoy taking walks around our neighborhood in Riverside, making frequent trips to the Brookfield Zoo with Reagan, and visiting our local farmers markets in Oak Park & Riverside.
Travel is also an important part of our lifestyle. We try to spend part of the Chicago winter in warmer weather. We've visited Costa Rica, Jamaica, and Mexico in recent years. We also spend time each summer in Rhode Island with my family, take frequent trips to the lake in Michigan, and make it a priority to regularly visit the East Coast to see family and friends.
Brian Plain offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Brian Plain, independent agent. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Brian Plain and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brian Plain, and our editorial staff. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Brian Plain is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
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