Costello Financial Planning’s complementary discovery process provides you with a clear understanding of your current situation and specific recommendations to reach your goals. Whether you’re in the greater Chicago region, in Ann Arbor, or in any of the surrounding communities, we can offer you sound financial advice to help you build a more secure future.
Formulating a good plan is very important to your financial health, just like an accurate diagnosis is important in addressing a serious medical issue. For something as serious as your finances, it is a good idea to follow a process known to work, regardless of your background or current financial picture. Our belief is that just like any health plan, your financial plan should also be examined and evaluated carefully. This is why we have designed our three-stage Second Opinion process: