10422 S. Longwood Dr.
Chicago, IL 60643
Training: Active Registered Life Planner more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
My practice is focused on comprehensive financial planning where we put the financial puzzle pieces together. Our comprehensive planning work includes investment advice and management, tax planning & preparation, insurance advice, retirement planning, estate planning, and cash flow.
About My Practice
Padden Financial Planning, www.paddenfinancial.com, is committed to your financial freedom.
About Sheila Padden
My background as a CPA, and my frustration working with a variety of professionals for our personal finances, but having no one pulling it all together, led me to get my CFP® and open my own practice. My comprehensive planning work includes goal setting, but in my experience, goal setting is just the start. Life planning brought goal setting to a new level, and really brings vigor and focus on what\\\'s really important for me and my clients. I love what I do!
I am fee-only, so no commissions - ever. I am a fiduciary, and I am committed to act in your best interests. I charge a flat fee retainer, which includes financial life planning.
RLP ® Since
Industry Start Date