Michelle Maton, CFP®, EA, CeFT®

Sr. Financial Planner

Chicago

Phone:

(312) 664-4090

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.

Latest Posts

How to Financially Plan for a Career Change

February 18, 2022

By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that

Required Minimum Distribution (RMD) Suspended for 2020

August 5, 2020

by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) RMD’s were waived for 2020.

My Escape to Sylvan

February 27, 2020

by Michelle Maton, CFP® Sometimes the risks we take are embodied by the life choices we make. Typically, one of my responsibilities as a financial

Year-End Tax Tips

December 5, 2019

by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and Jobs Act, we find though

When Life Changes, How Does it Change You?

March 26, 2019

by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When a spouse or parent or

Setting Successful Financial Goals for 2019

January 19, 2019

Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on ABC7 Chicago discussing how to

Return to Team

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

How to Financially Plan for a Career Change

February 18, 2022 No Comments

By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that

Required Minimum Distribution (RMD) Suspended for 2020

August 5, 2020 No Comments

by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) RMD’s were waived for 2020.

My Escape to Sylvan

February 27, 2020 No Comments

by Michelle Maton, CFP® Sometimes the risks we take are embodied by the life choices we make. Typically, one of my responsibilities as a financial

Make Smarter Decisions

Stay informed with the latest financial insights from our experts.

Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401