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.
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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