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Financial Planning

As a CERTIFIED FINANCIAL PLANNER™ PRACTITIONER, Mark Byelich has committed himself to the extensive education, rigorous testing and ethical standards required to achieve and maintain the coveted CFP® designation.

The CFP® designation is the only independent board certification in the finance industry.  Learn more here: 

  Why You Should Choose A CERTIFIED FINANCIAL PLANNER™ PRACTITIONER 

It’s said that you cannot reach a goal you do not have.  Our Financial Planning Process helps you identify and prioritize the goals and objectives that are important to you and your family. 

We spend a lot of time learning about you:  Your needs and goals, your dreams and desires and your concerns and fears.

Our Financial Planning Process typically takes six to nine months to complete.  We review just about anything you can think of:  Your existing investments and savings, your 401(k) or other retirement plans, your existing expenses and liabilities (mortgage, credit cards, car loans), your life insurance, disability insurance, long term care insurance and property and casualty insurance.  We even look at your wills and estate documents to help ensure they still apply to your needs. 

We work with you to optimize any inefficiencies, identify and address any issues and to implement changes or updates that need to be made.

 At the conclusion of this process, you’ll have a financial road-map to start from.  Our goal for you is Clarity, Confidence and Comfort. However, this is just the beginning.  We’ll also help you monitor your plan and your investments with pre-scheduled periodic reviews and 24/7 access to your Personal Financial Website to help ensure that everything continues to run smoothly.