Checkpoint Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, advice-only financial planning to individuals, high-net-worth individuals, and businesses through project-based engagements. Services cover a range of planning topics including cash flow and debt management, retirement and distribution strategies, estate and gift planning, employee benefit optimization, business planning, and investment analysis.
In its recommendations the firm uses established principles such as Modern Portfolio Theory, asset allocation and passive indexing, and conducts mutual fund/ETF and risk analyses as part of financial plans. Deliverables are written reports provided after video meetings and analyses, and clients retain responsibility for implementing recommendations with their chosen custodians and service providers.
Distinctively, the firm does not provide investment management, does not accept custody of client assets, and does not use percentage-of-assets-under-management fee arrangements, relying instead on fixed-fee and hourly planning engagements. The principal brings advanced quantitative and tax credentials — including a master’s in financial mathematics, the CFA charter, and enrolled-agent status — and extended experience in quantitative risk management and insurance, which informs the firm’s emphasis on risk-aware, tax-conscious, and business-oriented planning.
Client services
Expertise
Fee options
Fixed fee of $2,450 for Financial Review service
$350 per hour, measured in 15-minute increments for Financial Plan and Financial Update services
Minimum fee: $2,450 fixed fee for Financial Review service Fee-only: Fixed fee of $2,450 for Financial Review; hourly fee of $350/hour for Financial Plan and Financial Update services
Main office
Highland Park IL
Advisors at this office
1
Most active in
California · Illinois · Louisiana · Texas
Also doing business as
Checkpoint Financial Planning · Checkpoint Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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