- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Boulder, CO 80302
Downers Grove, IL 60515
Lisa Bayer 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?
Lisa Bayer is a founder and Principal at Opus Financial Solutions, having begun her career in finance 30 years ago when she graduated in Finance from the University of Illinois. Lisa’s myriad roles in finance and hard-earned financial designations converged methodically to shape her final career choice as a Financial Planner. The roles she held previously included securities compliance, investment analysis, institutional portfolio management, and teaching of corporate finance and financial planning topics at the undergraduate and graduate levels.
Lisa’s clients often tell her they turned to her because she’s a refreshing alternative to other advisors, with an approach that is personal, empathetic and grounded in solid academic theory. Lisa’s objective as an advisor is to help her clients gain control over their financial life by helping them stay disciplined and improve the choices they make. That requires her to listen and truly understand a client’s past, present, and anticipated journey before offering strategies and solutions. While Lisa is an analyst at heart—actually enjoying the technical research and number crunching aspects of her job—she believes her primary service is to help her clients attain the freedom, peace of mind, and ability to live as they choose.
Given her personal experience with divorce with young children, Lisa also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. As a Certified Divorce Financial Analyst, she serves as both a divorce advisor and mediator for individuals and/or divorcing couples. (Refer to “Divorce Planning” for more detail).
Lisa is a Chartered Financial Analyst (CFA); a Certified Financial Planner (CFP); obtained her MBA in International Business from DePaul’s Graduate School of Business; and her BS in Finance from the University of Illinois.
Lisa grew up in Western Springs and serves clients across the United States. While an adventurer at heart-enjoying world travel and ever new experiences, her greatest joy has been watching her children—both now attending college--evolve into kind, smart, empathetic human beings who she believes will change the world for the better.