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.
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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