2252 Ferry Rd., Unit 102
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
For over 25 years, Lisa has been dedicated to her career in the financial industry. After obtaining her Securities and insurance licenses, Lisa and her mother, Diane, formed PlanSmart Financial Services, Inc. In order to further her financial education, Lisa obtained a BA in Business from DePaul University and her CFP® certification in 1998. Lisa’s top priority is helping clients set and work towards their goals while providing trustworthy, experienced advice with integrity and personal service. Lisa offers top tier guidance to clients of high-net-worth, successful professionals, business owners, retirees and more. In addition to financial planning, Lisa runs a full service tax planning and preparation firm through PlanSmart Financial Services, Inc. She also specializes in financial planning before, during and after divorce. Lisa was listed in Chicago Magazine in 2018, 2019 and 2021 as a winner of the Five Star Professional Award as a financial advisor.
Our priority at PlanSmart Financial Services is always our clients and helping them achieve their goals. We work with professionals, retirees, teachers, families and businesses to provide personalized and creative advice to establish specific financial plans to achieve success. We believe that the client always comes first and the importance of timely guidance to go above and beyond to meet our client’s expectations.
We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. By helping our clients and their families we are able to take action today to help plan for the future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the years ahead.
We believe that trust and honesty are vital to the client relationship and we will always be realistic to ensure the success of your financial strategy
The practice of being honest and showing a consistent and uncompromising adherence to strong moral and ethical principles and values is foundational to our office and promise to our clients.
Having a strong personalized approach to service is a cornerstone to our client experience, that we back through undivided attention, accountability and timely responses to your questions
INSURANCE SUPPORT TEAM
SEQUOIA SUPPORT TEAM
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.