Baldwin Financial Advisors, LLC
*Please note that all meeting times are estimates based off years of experience. Meetings may be longer or shorter than expected. To ensure that clients have all the time they need with us, we reserve a two-hour block per meeting, which is why meeting times selected must have two hours of "white space" on our schedule.Fee-based Financial Planning, Education, and Consulting in Arlington Heights, Illinois 60005. We are open from 10-6, Monday-Friday.

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Our providers

Kate Leipprandt and Elizabeth Grady

Our services

Introductory Meeting
In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.
Plan Delivery Meeting
In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately one and a half hours.
Annual Review
As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately one hour.
Other / Additional Meeting
Have a question about your 401k? Need to discuss new financial information with Baldwin Financial Advisors? Sign up for an additional meeting to go over any questions or concerns you may have. Time dependent on material.