Vertex Planning partners, LLC

The philosophy of Vertex Planning Partners is simple: to bring the right people together in a collaborative effort to deliver a plan that will help our clients experience the futures they desire. We believe in making a meaningful difference in the lives of our clients, their families and their businesses. For Vertex Planning Partners, culture is the embodiment of our history, values, and philosophy. Our culture revolves around fostering an environment of collaboration, honesty, transparency, clear communication and going out of our way to help clients. Our PATH process is a manifestation of this culture, enabling our team to put these values into use as we help our clients reach their personal and financial goals. Assessing the goals and values of clients is an “art” as much as a science. An accurate assessment of needs involves reviewing financial documents and performing technical analysis, but also asking insightful questions, understanding emotional and family dynamics, and clarifying personal goals. During this phase, we engage clients in a carefully designed discovery process. Our process explores and documents the financial, behavioral, psychological, and emotional factors that influence decision making and the setting of goals. In today’s complex world, understanding the myriad of tax, legal, investment, and personal issues a client faces has become increasingly challenging. Our team embraces a collaborative model that brings together experienced professionals with diverse backgrounds to benefit from multiple insights. We combine this knowledge with powerful technology to construct a concise, written plan that outlines a definitive course of action for our clients. This approach enables us to create customized solutions unique to every client, focused on delivering outcomes that reflect the values and goals of those we serve. The goal of achieving financial peace of mind is unique to every individual and changes with every stage in life. Our team’s approach to delivering a holistic financial strategy integrates all aspects of a client’s life together, so that every element – family, community, spiritual and financial – are working in harmony with one another. This approach delivers an integrated and adaptable life plan converting hopes and dreams into confident realities.

Address: 2001 Butterfield Road, Suite 1000, Downers Grove, IL 60515, USA

Phone: +1 630 719 9222
FAX: +1 630 719 7221