Review Time
Working with Max has been a wonderful experience from the start. He has done a great job of walking us through our current finances and helping us plan for the future. Max's attention to detail and personalized advice have made a huge difference in finances and understanding of our financial goals. I highly recommend Novak Financial Partners for all of your planning needs.
Zach and Novak Financial Partners been an invaluable resource for financial guidance and planning. First, the big picture: Zach has helped us see our family's bigger financial picture, understand it, and plan goals and strategy in a way that no other financial advisor or firm ever has. We feel more aware and more confident since we've started working with him. Second, the action plan itself: Zach's guidance always comes with reasons and explanations, and is never "off the cuff" or "gut feeling". He is thoughtful, patient, and clear in giving us directions on how to put the plan into action. Finally, the little things: Zach approaches each meeting with an agenda (with plenty of room for adjustments along the way), always follows up with next steps, brings enthusiasm and energy into bland and complicated subjects, and never leaves us hanging when it comes to communication. These little things, to us, really stand out compared to our experience at larger firms. Highly recommend.
Working with Zach over the lat few years has truly been a gift. He brings not only deep knowledge and expertise, but also a level of patience and encouragement that has completely changed the way I approach my finances. I've often come into our meetings feeling nervous or overwhelmed, yet I always leave feeling confident, empowered, and clear on my next steps. Zach has a unique ability to make complex financial matters feel manageable, and his positivity and friendliness make every conversation reassuring. I am incredibly grateful for his guidance and support, and I couldn’t imagine navigating my financial journey without him.
We’ve been working with Zach for several years now, and we couldn’t be more pleased. He’s done an outstanding job guiding us through our investments, retirement planning, and overall financial goals. His advice has made a real difference in our lives, and we confidently recommend him to all our family and friends.
We have had the pleasure of working with Zach for the past few years. He and Max provide a strategic, customizable experience that is tailored to our specific life goals. We’ve sincerely enjoyed working with them and would highly recommend to anyone looking for a trustworthy, reliable service.
Zach has been such a Godsend for me! He is so easy to talk to and never hesitates to schedule a call when I need to talk through a financial decision. He’s more than just someone that I trust to invest in my retirement, he’s also there for me in all financial matters. I have had nothing but good experiences!
I have been working with Zach and Max for few years. They are extremely client focused and have helped build a financial plan to achieve our short and long term goals. If you are looking for a planner that puts you first, I highly recommend working with Novak Financial Partners.
I have sought financial advice and guidance from Max and Zach for many years. Their insight into planning and decision making while looking at complex family financial issues has been invaluable. The information and resources they provide have been an essential support. Their personalized, professional approach in achieving financial goals is truly exceptional. I would give Max and Zach the highest recommendation for anyone seeking a solid financial future.
I have been working with the Novak brothers for over a decade. They helped me get into investing early and taught me smart money management. In addition, knowing they are both highly trained and experienced Certified Financial Planners, I can confidently say there’s no question they haven’t been able to answer. 10/10 would recommend.
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Novak Financial Partners is a flat-fee, fiduciary financial planning firm helping professionals and families nationwide align their money with what matters most. Based in Carbondale, Illinois, we specialize in life-centered financial planning that empowers you to live fully today while planning intentionally for tomorrow. Whether you're navigating equity comp, saving for your children's future, or preparing for retirement, we bring clarity and confidence to your next financial decision. Advisory services offered through Core Planning LLC, a Registered Investment Advisor.See more
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