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We help Chicago families with retirement planning and wealth management - Get Started!
Financial coaching for real life

Build a secure financial future, with less stress and more joy.

Practical, judgment-free coaching for individuals, couples, and families who want clarity, confidence, and a plan they can actually follow.

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Our Services

We help you build and protect your wealth through personalized financial consulting, retirement planning, and investment strategies tailored to your life. From life insurance protection to cash flow p

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Financial Consulting

Sit down with us for a full financial analysis that reviews your income, spending, and goals, so you know exactly where you stand before making your next move.

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Life Insurance

Protecting the people who depend on you starts with the right coverage, and we help you understand whole life insurance options that fit your family and budget.

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Retirement Planning

Looking ahead to life after work, we build strategies around 401(k) planning so you can retire with a clear picture of what your income will look like.

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Investment Planning

Growing your money should match your comfort with risk, so we walk through mutual fund planning and choices that align with your long-term goals.

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Wealth Management

Bringing every piece together, our personal financial planning helps you organize assets, plan for the future, and keep your whole financial life on track.

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Our Mission

To help families build a secure financial future so they can live with less stress, more confidence, and more joy.

Why Choose Us

Tailored financial guidance

We build personalized financial consulting and investment planning strategies that fit your life, not a template.

Available when you need us

We're responsive and accessible to Chicago area clients who want prompt answers about retirement planning and wealth management.

Local, transparent advice

Serving Chicago, IL with straightforward life insurance and financial consulting that prioritizes your interests over sales commissions.

Areas We Serve

Smart Money Move serves Chicago and the surrounding Illinois communities with comprehensive financial consulting and wealth management.

ChicagoEvanstonSkokieLincolnwoodNilesMorton GrovePark RidgeDes PlainesRosemontFranklin Park
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Ready to grow your wealth in Chicago?

We offer financial consulting, retirement planning, investment planning, life insurance, and wealth management to help you reach your goals in the Chicago area.

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Let's Talk Money

Reach out today and we will find a time to meet wherever works best for you. Call us to get started on a plan that fits your goals.

Working with us

How it works

Get in touch

Reach out for a consultation to talk through your situation.

We assess your needs

We review the details and lay out your options clearly.

We get to work

We handle the work and keep you informed along the way.

You get results

We deliver and stay available for whatever comes next.

Frequently Asked Questions

Which cities and towns in the Chicago area does Smart Money Move serve?

We serve Chicago, IL and the surrounding communities including Evanston, Skokie, Lincolnwood, Niles, Morton Grove, Park Ridge, Des Plaines, Rosemont, and Franklin Park. If you're in the Chicago area, reach out to see if we can help with your financial needs.

Do we travel to customers for financial consulting appointments, or do clients need to visit an office?

We're mobile - that means we come to you. Our team travels throughout the Chicago area to meet clients where it's convenient. Contact us to arrange a time that works best for your schedule.

What is included in your financial consulting services?

Our financial consulting includes a thorough financial analysis of your current situation. We look at your income, expenses, assets, and goals to help you make smarter decisions about your money moving forward.

How can we help you with retirement planning, including 401(k) planning?

We work with you to build a retirement strategy tailored to your timeline and goals. Our 401(k) planning covers how to maximize contributions, understand investment options, and coordinate with other retirement savings. It's about creating a roadmap to the retirement you want.

What does your investment planning service cover, including mutual fund planning?

Investment planning starts with understanding your risk tolerance and time horizon. We help you evaluate mutual funds and other investments that align with your goals. Our approach focuses on building a portfolio that makes sense for your situation.

How do we approach wealth management for our clients?

Wealth management with Smart Money Move means coordinating all the pieces - your investments, insurance needs, retirement accounts, and long-term goals. We work as a team to help you build and protect your financial future in Chicago and nearby areas.

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Ready to build your financial future?

Let us help you with retirement planning, investment strategies, and wealth management tailored to your life.

Get startedCall (631) 570-5648