Financial Planning

"Re-creating your life is all about developing clear goals, having committed behavior, and monitoring your progress", says Dr. Sue.


Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goals. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

I offer sessions, both in-person and on the phone. We will start with an initial assessment to clearly define your short and long term goals. We will use these goals as a foundation to create a strategy and action plan for attaining your objectives.

Please call 312-577-7590 to discuss which financial planning package will yield you the most optimal results at the best value.

Financial Planning (one-on-one), (1) 2-hour session in-person or via teleconference/video conferencing is $299. On-going monthly support is available via our premier membership.

 

Let's Talk Financial Intro from Suzanne Penn on Vimeo .

Testimony

"I appreciate how Suzanne extends her knowledge and expertise with a humble spirit!  She brings excellence, high esteem, and trust with both financial and personal concerns and for that I (and my family) are thankful!"

Shanna M. - Marks, MS
Client since 1982