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.
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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