Baldwin Financial Advisors, LLC of Glendale Heights

Baldwin Financial Advisors, LLC of Glendale Heights is a Financial Planner in Glendale Heights, IL, located at 44 S Vail Ave Suite 103. The firm is a women-owned, private, boutique practice offering holistic and personalized financial planning, education, and consulting services. It holds a 5.00 rating based on customer reviews. The firm guides clients through decisions that shape their future. The process begins with a Client Fact Finder and a complimentary introductory meeting to assess the practice. If clients move forward, they receive a Menu of Services and a Client Engagement Agreement. An Initial Plan Delivery Meeting follows, presenting a Comprehensive Holistic Financial Plan with strategies for savings, income forecasting, investment efficiency and optimization, and protections. Existing clients receive annual Comprehensive Plan Updates to strategize and stay on track. The firm acts as a fiduciary, putting clients' best interests first. CFP® professionals at the firm have a combined experience of 45 years. Kate is the owner and managing director. She holds a B.A. in Economics from DePauw University and earned her CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations. She received the AEP(Distinguished) Advanced Estate Planning designation in 2019. Elizabeth is a Financial Planner with a B.A. in Economics and Classical Civilizations from DePauw University. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2018 and earned her ChFC® designation in 2023. Katie joined the team in 2022 after graduating from Ohio University with a B.A. in Accounting, Finance, and Pre-Law and a Masters in accounting. She is certified for Life, Accident, and Health Insurance. The firm provides ongoing support, guidance, and education. Clients meet annually to review performance and progress. Planning fees cover reasonable mini meetings and email exchanges for 12 months post plan delivery. Baldwin Financial Advisors, LLC of Glendale Heights delivers certified financial planning expertise to clients in Glendale Heights, IL, combining decades of professional experience with a fiduciary commitment to their financial success.

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