Planning that's built around you.
Financial planning shouldn’t be complicated. Here’s how we help you understand your full financial picture and make confident decisions.
Simple, transparent, built for your life.
Every service starts with the same goal: helping you understand where you stand today and where you’re headed.
We take complicated financial topics and distill them down to actionable decisions, so you understand your full financial life and can plan with confidence, not just for today, but for the decades ahead.
We align your investments with your tax situation and your financial plan, not with chasing the next tenth of a percent of return. The goal is always the plan, not the performance chase.
We help you understand what’s possible in retirement, from when you can retire to how much you can spend, so you can stop wondering if you have enough and start enjoying what you’ve built.
Financial planning isn’t a one-time event. We meet with you regularly, adjust the plan as your life changes, and make sure you always know where things stand.
Financial Planning,
Built for You
August Financial Planning is based in downtown Chicago’s Fulton Market neighborhood. Phil works with clients throughout the city and suburbs in person, and with clients nationwide over Zoom.
Curious if we're a fit?
The best way to find out is a conversation. Let’s talk about what you’re looking for and see if it lines up.