Hi, I’m Brian Plain, CFP®.
Virtual financial planner helping Gen X families live better by blending what works best for you financially & emotionally.
You want to make sure you’re
getting this right.
You’re making more money than you ever have before, saving for your retirement & college for the kids and have set aside a good cash cushion…
But you still wonder where all your money is going each month and occasionally bicker with your partner over even small financial decisions.
With all that you’ve managed to do, you still find yourself lying awake at night wondering: "What if we’re doing this all wrong?"
What if you could…
Create a plan that works for you as an individual AND as a couple
Make financial decisions that balance what works emotionally AND financially
Stop feeling overwhelmed and start feeling empowered
Hey, I'm Brian, and I can help.
I’m a CERTIFIED FINANCIAL PLANNER® professional with 15 years of experience running my own lifestyle financial planning practice. I live with my wife & two daughters in Riverside, IL and work virtually with Gen X families in their 40s to 60s across the United States along with serving clients in my local communities of Oak Park, IL, La Grange, IL and Riverside, IL.
I’m not your parents’
old school financial advisor.
We meet online and work around your schedule. We also only have meetings when there’s something worth discussing and there are no three-ring binders full of useless print-outs here.
Here’s how I can help:
Serve as your guide to help create & craft your path forward
Hold you accountable to the actions necessary to make it happen
Find what works for you and your family financially and emotionally