We struggled for a while finding a financial advisor/planner who was at a similar stage in life and understood the specific challenges our generation faces from student loan debt to housing affordability to long-term stability — and how do you juggle/balance and prioritize each piece while also finding enough of a budget to just enjoy life. With Novak Financial Partners, we feel like we have that partnership — and a group that genuinely cares about us on a human level, not solely on the financial decisions being made. We couldn’t recommend Zach and Max more!
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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