Aqua Financial Planning, LLC is a boutique financial planning firm. We have beautiful offices located in the Chicagoland area (downtown and the northern suburbs) for those who prefer in-person meetings. We also offer virtual and phone meetings which we have found to be equally productive and where we can serve clients nationwide within licensing guidelines.
As an Independent Registered Investment Advisory firm, we are not beholden to any particular company or products. We offer our services on a fee-only basis which means that our only compensation is from the client. Aqua Financial Planning, LLC has always proudly served in a Fiduciary capacity to our clients.
As an Independent Registered Investment Advisory firm, we are not beholden to any particular company or products. We offer our services on a fee-only basis which means that our only compensation is from the client. Aqua Financial Planning, LLC has always proudly served in a Fiduciary capacity to our clients.
Services
Aqua Financial Planning, LLC, a financial advisory firm located in the Chicago area, was founded by Francine Duke, CFP. In addition to her CERTIFIED FINANCIAL PLANNER certification, Francine has a B.S. in Finance and over twenty years of experience in the financial and insurance industries.
A sought after speaker for her knowledge and expertise, Francine has been featured on the SIRIUS XM Business Radio show "Your Money" and has also donated her time to provide seminars on various financial planning topics at locations throughout the Chicagoland area.To this day, Francine maintains her commitment to integrity.
A sought after speaker for her knowledge and expertise, Francine has been featured on the SIRIUS XM Business Radio show "Your Money" and has also donated her time to provide seminars on various financial planning topics at locations throughout the Chicagoland area.To this day, Francine maintains her commitment to integrity.
We are available to guide you through every step of this process. We will "educate" you as to your current situation and needs and then make recommendations as to adjustments that need to be implemented. We encourage all of our clients to take advantage of our ongoing monitoring services once their Initial Financial Plan is completed.
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