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.
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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