- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
- Women's Financial Issues
- Divorce Financial Planning
Our Other NAPFA Members
St. Charles, IL 60174
Jorie Pitt is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Jorie graduated from the University of Illinois, Champaign which she attended as a Chick Evans Scholarship recipient. Subsequently, she pursued the Certified Financial Planner™ designation and received the marks in 2008.
Jorie is passionate about building well-designed financial plans for each client who comes to AHC Advisors. She enjoys getting to know each client personally and helping to guide them towards making sound financial decisions. The combination of meeting great people and making a positive contribution to their lives results in a very fulfilling career.
As a CFP® professional, Jorie was required to pass both a comprehensive 10 hour, two day, CFP® Certification Examination, and the CFP Board’s Candidate Fitness Standards.Jorie also had to agree to abide by CFP Board’s Code of Ethics and Professional Responsibility which puts clients’ interests first. CFP® Certificants are required to complete 30 hours of continuing education every two years.