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Michelle Maton, CFP®, CeFT®

Partner/Sr. Financial Planner

Chicago

My most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find me focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life—for better or worse. In addition, I work with the rest of our team to create more efficient client service systems and processes.

“The least I can do is speak out for those who cannot speak for themselves.” [Jane Goodall]

Deciphering financial matters can seem complicated at times, so we work hard to make certain that the services we provide do not add another layer of complexity to the whole process. No web site or app can ever replace the nuanced, personalized services we provide. Overall, I believe that our collective financial talents and experience make our firm one that can deliver to clients a broad scope of unique talents and strengths.

I am an ardent conservationist and I love to travel. My first visit to Africa in 1996 changed my life, and I return as often as I can. Tourism is one of the ways we can help the countries in Africa. It helps the people by bringing dollars into the community, and it helps raise the profile of conservation and animal rights efforts in the region.

Credentials

Affiliations: Fee-Only Planning, Certified Financial Transitionist® (CeFT®) of the Sudden Money® Institute, Money Quotient Licensee, Registered Life Planner® (RLP®) of the Kinder Institute of Life Planning, Accredited Domestic Partnership Advisor® (ADPA®)

Areas of Expertise: Life Planning, Financial Planning, Transition Planning, Tax Planning

Education: Stanford University, Certified Financial Planner (CFP®), Enrolled Agent (EA). An EA is a federally authorized tax practitioner empowered by the U.S Treasury to represent taxpayers before the IRS, a status that is the highest credential awarded by the IRS.

Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors, Nazrudin Project, and the National Association of Enrolled Agents

 

Most effective saving tip:
Watch your housing costs

Who inspires me:
Jane Goodall

My greatest extravagance (under $100):
Getting a massage every 2 weeks

What inspires me:
Being in the bush in Zimbabwe

In my spare time:
I go birdwatching.

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

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