Andrea Oliver, CFP® North Park Financial Planning

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About Andrea Oliver, CFP®

I started North Park Financial Planning to improve my own life as well as those of others. Money is a hard issue for most people. The emotions surrounding our financial situations can make discussions with even our closest family members and friends difficult. Comparisons often are not helpful as one person’s financial decisions may be right for them but not at all right for someone else. I want to help others organize their financial life around their true values. This is not an overnight process and working with a planner over time can help you learn new ways of thinking, spending and saving. Your future self will thank you for the work we start together now.

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Ideal Clients

  • College Planning
  • Female Entrepreneur
  • Financial Coaching
  • Gen Y/Millennials

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Quarterly fee: $600+/qr, plus $1,200 upfront fee
  • Flat fee: $1,500+
  • Hourly fee: $250/hr, min 2 hours

SEC Records

States Registered

  • Illinois