Personal & Divorce Financial Planning
contact for price
Service type
Responds within a day
Introduction
I have been a Financial Advisor & Planner for over 20 years. I have recently become a Certified Divorce Financial Analyst as well.
Helping people answer some of the most important questions of their life throughout many different phases whether it's Retirement Planning, Investment Planning, Divorce Planning, or Insurance Planning.
As a Fiduciary I provide a relationship built on trust and commitment to doing what is in the best interest of my clients.
Overview
Serves Crystal Lake, IL
Background checked
1 employee
22 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, and Check.
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
5.0
3 reviews
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Anna J.
May 21, 2023
Terri was incredible! She helped my personal financial planning both during divorce and when I lost my job with personal care and attention.
Also, the communication was great and professional as well. Great overall experience. Thanks so much!! I highly recommend her services.
Jennifer R.
3 weeks ago
Terri is an excellent advocator and listener, you can tell how passionate she is about her work and her clients. Would recommend her to anyone
Richard D.
May 22, 2023
I went to Terri because I’m getting to that age where I really need to start thinking about and planning for a secure financial future. Terri was super knowledgeable and was able to explain difficult concepts, I had tried to learn on my own, in terms that made sense to me. Professionalism was top notch and she really gave me all the time I needed. I did not feel rushed or that she was trying to move me along. For the first time since opening my 401k, I actually feel like I understand it and am confident that my funds are being invested in accordance with my financial goals. I am also making more money off of my money now after moving my savings to a high yield account. I am so pleased with my experience and would highly recommend Terri for your financial planning needs.
Credentials
Background Check
Terri Rau