Americans have gained trust and reliance on the financial planning field; it has provided a process for people of all economic levels to plan for their financial stability and trust in their long-term financial futures. It has become commonplace to consider having a formal financial plan in place; it is thought almost 50% of Americans have formal plans in place.
The modern field of financial planning is almost 60 years old. In 1969 Loren Dunton gathered 13 financial professionals in Chicago to discuss creating a new, integrated profession of financial advising. This event is widely considered the birth of the financial planning profession. The profession and process evolved throughout the rest of the 20th century. As computers and internet services evolved, the profession became much more sophisticated and accepted.
In today’s uncertain world, it is even more important to establish a relationship with a planner you trust. Evolution Financial LLC is a Northside company established by Sue Peck in 2017. Peck is a Certified Financial Planner (CFP®) Professional. Additionally, she took her certification to the next level by becoming a Registered Life Planner (RLP®), a designation through the Kinder Institute, and a Certified Financial Transitionist (CeFT®) through the Financial Transitionist Institute.
Peck believes “What you do with your wealth is highly personal. You can use it to improve life — for you, for your family, for your community, and for your planet. But it is easy to get sidetracked and overwhelmed by all the options available today. It is hard to know what direction to take.”
Peck’s unique approach is to really get to know her clients. She invests time in understanding what is important to her clients today and in the future. She asks about significant changes that occur in most lives, such as new jobs, marriage, children or the loss of a loved one. Peck works with clients to consider at least a 10-year planning window. She reviews possible noteworthy events that can occur during that period.
Once the plan is established Peck will monitor and adjust the investment portfolio periodically to best meet the goals of her clients. She will consider client input as well as outside influences. Communication is the key to trust, Peck noted, and Evolution Financial believes in and practices this mantra.
Peck stated that when you choose Evolution Financial to manage your wealth, you are gaining a partner who will listen to your goals and guide you with your best interests in mind. They provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and into the future. She is looking forward to helping the Northside community reach their financial goals.
Evolution Financial LLC is located at 2701 International Lane, Ste 203. Peck can be reached at sue@evolutionfinplan.com or 608-229-1335. She would love to meet with you.
