ABOUT
We Care.
Two simple yet powerful words.
We know that so often in this high-tech world, you can feel lost in the shuffle.
Here at Focused Up Financial, we have two goals:
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To partner with you to help you understand and take control of your financial picture.
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To help enable the life you are truly meant to live, and together journey towards it.
We want to partner with you to help turn your dreams into reality.
ABOUT CHARLIE
I founded Focused Up Financial because finances are important, yes, but finances are a means to an end, not the end. I founded this firm to help people ultimately focus on their lives. I want to help people who are passionate about striving for more—those who want to better themselves not only financially but in every aspect of their lives.
I traveled a unique path to the financial planning industry. After graduating from the University of Illinois at Urbana-Champaign with a bachelor’s and master’s degree in Accounting Sciences, I entered the public accounting world. After a few years in the public accounting space and earning my CPA license, I took my shot at the corporate accounting world.
Something was missing, though.
I figured out that my passion for helping people was not being fulfilled. So, with bright and starry eyes, I boldly decided to dedicate a year to service work. Was I nervous? You bet. Did I know what was going to happen? Not in the least. Am I glad I did it? No doubt in my mind. It changed the whole direction of my life!
When I returned to Chicago, I knew I wanted to integrate my CPA background with helping people, which led me to financial planning. I think about that decision a lot. I feel blessed that I can meet and help so many dynamic and diverse families and individuals.
Being a fee-only planner is one of the greatest freedoms in the financial planning industry. As a fee-only firm, we are only compensated by our clients. We do not accept fees for recommending products. Because of this, I take pride in offering recommendations that benefit each client’s individual goals.
In my free time, I enjoy exploring the different neighborhoods of Chicagoland, biking on the wonderful Salt Creek trail (which I hardly do enough of!), and volunteering at various organizations, including the Financial Planning Association, my church, and the Knights of Columbus.
I look forward to learning about what drives you so that we can build on your finances and help you live your best life together.