ROI of Life

ROI of Life‚Ñ¢ is a fiduciary and fee-only financial planning and wealth management firm established to serve clients holistically and ethically in living their most prosperous life. We work virtually across the United States and locally near Barrington, Deer Park and the Chicago area.

We offer both project-based and longer-term ongoing offerings. With ongoing clients we prefer to work through a life plan containing goals and strategies ensuring the financial aspects are aligned. Like businesses we believe people should have a similar strategic planning framework, yet many do not. We specialize in partnering with clients throughout transitions including divorce, marriage, birth, instant blended family, new wealth, and career changes with financial analysis & scenario planning. Our skillset also provides the ability for business owners to consult about how their business decisions or performance may affect personal financial planning.