Financial Planning

We believe that financial planning is the most important factor that gets overlooked by many individuals.  That is why we have a process that we have implemented that is in line with what the CFP Board has included in its Standards of Professional Conduct.  On our team we have 3 individuals that currently hold the CFP® (CERTIFIED FINNANCIAL PLANNER™) designation and we currently have 2 other individuals that are seeking the designation.

The CFP Board defines financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources.  Financial planning integrates the financial planning process with the financial planning subject areas.”

The CFP Board Financial Planning Process:

  1. • Establishing and defining the client-planner relationship
  2. • Gathering client data including goals
  3. • Analyzing and evaluating the client’s current financial status
  4. • Developing and presenting recommendations and/or alternatives
  5. • Implementing the recommendations
  6. • Monitoring the recommendations

We work with every client to help them create a plan that will allow them to create a strategy to achieve all of their financial goals.

Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
  • Map and Directions »

St Charles Location

Contact Us

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.