Catalyst Wealth Planning is a fiduciary, fee-based financial planning and investment management firm headquartered in Peoria, IL and serving clients across the United States.
We specialize in tax-efficient retirement income, philanthropy, and wealth transfer for retirees and pre-retirees who are looking to simplify their life and protect their interests.
At Catalyst Wealth Planning, we provide boutique-style service, holistic financial planning, and expert advice for a select group of clients. Specifically, we work with friendly clients aspiring to grow and protect their wealth for a comfortable lifestyle, philanthropic impact, and family legacy.
If this sounds like you and you have saved at least $250,000 towards your financial goals, we would love to speak to you. You can get in touch with us through our online appointment scheduling tool to set up an introductory phone call.
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest that you visit letsmakeaplan.org to find a CERTIFIED FINANCIAL PLANNER™ that is just right for you.
Just for Women
Holistic Financial Planning
Lifelong Planning for:
Keep More Of What You Earn
Professional tax planning and estate tax planning allows our clients to keep more and gift more of their hard earned assets.
Whether you are gifting in life or through your estate, we can help you find the best philanthropic and wealth transfer strategies for your situation.
Our mission is to add value to our clients in multiples of our fees. Use our online appointment scheduling tool to set up an introductory phone call or online meeting to see if we are a good fit for one another.
Holistic Financial Planning & Wealth Management
Most of my clients work with me under the fiduciary umbrella and engage me for tax-efficient life-centered financial planning and wealth management services. They don't want to be financial experts - they want to use their time and talents on what matters most to them. Inclusively, I serve as financial educator, financial planner, investment manager, tax planner, risk manager, estate planner and philanthropic strategist.
Think of me as your co-pilot, mentor, tutor and chief financial officer supporting you in realizing your hopes and dreams. I want to gain in-depth knowledge of you – your values, your priorities, and where you're finances are now - so we can create a custom financial life plan and an investment management strategy. My goal is to proactively equip you with the tools and knowledge you need to make wise financial decisions that will positively impact the quality of your life and the lives you care most about. My life-centered financial planning and wealth management services will ultimately give life to your dreams.
I don’t measure results by return on investment. I measure it by return on life – our progress toward your unique life goals and objectives.
Financial Life Planning Only
Every stage of life, every transition (family, career, health, wealth, philanthropy and legacy) requires financial preparation and adjustments. If you had a better life, what would it look like? Do you crave more balance between work and leisure? Do you want a new job or to start a business? One that you can imagine doing joyfully until the day you die? How much better would you sleep at night knowing you have a plan in place that takes care of the people you care most about and covers the major transitions you will likely face? How do you want to be remembered? A life-centered financial plan will accelerate your financial freedom and transform your legacy. It’s not about the money. It’s about creating a life you love and leaving a legacy that lasts.
Other Products and Services
On a limited basis, I provide insurance and annuity products, as well as serve as the agent of record on those products for my clients. I also allow some commission-based investment accounts when I believe it is in the best interest of the client.
I am a fee-based CERTIFIED FINANCIAL PLANNER™ professional who proudly acts as a fiduciary for my clients. This means I have a legal obligation to put clients’ interests first in all recommendations I make.
Each client goes through a step-by-step process where I get to know your situation, the challenges you face, what is important to you, your hopes and dreams, and what success looks like to you.
For your convenience, you will have access to the latest technologies giving you real-time, on-demand access anywhere, at anytime, on any device.
The financial planning software allows you to connect all of your accounts for a consolidated view of your complete financial picture and a dashboard where you can track your progress to your most important financial goals. It also has an electronic vault where you can safely store important files and access them from anywhere.
What your Personal Chief Financial Officer does for you –
- Retirement income
- Investment management
- Wealth transfer
- Strategic philanthropy
- Plan for the unexpected
- Explain executive compensation programs and relocation packages
- And so much more…
The technology I use to securely gather your information allows you to enter your information on any device, anywhere at any time saving you the trouble of meeting with me during normal business hours.
Upon completion of my process, you will receive a customized one or two page action plan in plain English, as well as an investment strategy that is unique to you.
Your one-page action plan will primarily be built around life events, with retirement being the most common one. Other life events we plan for are wealth transfer, risk management, and asset protection.
You will also have access to me, your personal financial planner, when you need to look at buy vs lease, job opportunities, relocation packages, employee benefit packages and other financial events.
The Way We Communicate
I know my clients live busy lives. I offer virtual appointments - during lunch periods as well as in the evening time. You can easily access my calendar online to schedule an appointment that fits your busy life.
You can also leave a voicemail or send me an email with any questions you may have. I will respond as soon as possible, usually within four business hours.
We will meet two times per year either in-person or virtually. These meetings will have an agenda to respect your time and mine. I am also available when you experience a life transition or when other financial decisions come up.
What Happens When You Hire Me
The Discovery Call
In our discovery call, I will learn more about who you are, how your life has evolved, and what your best life looks like. By the end of the call, I want to have a clearer understanding of your goals, your values, and your priorities as well as the barriers you have encountered.
I will send you a secure electronic form to complete that will give me a clear picture of your financial situation. The software I use has a multi-layered security approach to protect you and ensure compliance with regulatory requirements. I will open your investment accounts and transfer your assets at this time.
The next step is to set up your eMoney dashboard. By using eMoney as our integration partner, you’ll be able to access all of your accounts in one place and track your performance towards your most important financial objectives.
One-Page Action Plan
Your one-page action plan is about what is most important to you. It will empower you to align your financial activities with your goals, values and priorities so you can live the life you dream of.
Two to four weeks after I deliver the plan, we will conduct your first review where I will answer any questions you may have on the action plan, check on your progress, and review your portfolio now under our management.
Comprehensive Financial Life Planning and Investment Management
My all-in-one financial life planning and investment management service fee is competitive with advisors that offer much less. I take a comprehensive view of who you are and your current circumstances, understand how you define your best life, anticipate transitions and plan for success. The approach used to manage your investments will align with your unique investment goals and empower you to live your best life.
If you didn’t start living the life you love in your 20’s or 30’s, start now.
Stop beating yourself up for the past. Make today count.
After reading this, if you’d like to have a conversation about working together, I’d be happy to invest thirty minutes getting to know you and learning about your hopes, dreams and fears. Together we will decide if I can help you be successful at claiming the life you want.
To set up an initial consultation, have your questions answered, and to see if we are a good fit for one another, please use the button below to schedule an introductory phone.
Thank you for taking the time to learn more about Catalyst Wealth Planning and how I can help you live a life you love and leave a legacy that lasts.