The Planning Center
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
I have been a financial planner for 30 years. My early experience in working with clients going through divorce lead me to become an expert in life’s transitions, because life events, like divorce, loss of a spouse, selling a business, retirement, new job, marriage are always accompanied by money decisions. That’s when an expert in transition planning can step in and become your thinking partner.
I founded my own firm, Aequus Wealth Management Resources, based on the idea of helping clients make better financial decisions. I was an early advocate of Behavioral Finance, recognizing that we all are influenced by more than facts. Our emotions, experiences, and upbringing will sometimes interfere with rational decision-making. It has been extremely gratifying to merge Aequus’ business and traditions with those of The Planning Center. I am inspired by the many clients who have overcome life events and obstacles to lead the life they envisioned, and reach their heartfelt goals that fully reflect their values. It has been a privilege to be a part of their journey.
Traveling is one of my passions. One favorite trip included a visit to Machu Picchu in Peru with my daughter (and business partner) Michelle and my son, Jean-Paul. Another was a month-long exploration of Argentina’s largest city, Buenos Aries, with my husband, Sheldon. Recently I took a solo Safari in Africa. Another of my favorite destinations is Sedona, Arizona. There I love to hike amid the red rocks and takes time to reflect and recharge.
I am enthusiastic about leading an active life and I work hard to keep life in balance. I have worked out with the same personal trainer for 20 years and I love race walking. My husband and I recently added Transcendental Meditation to our daily routine.
Cicily Maton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
The TPC Process
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.
What To Expect
Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.
Build Confidence In Your Financial Future
We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories detailed on our services page. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Cicily Maton is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Cicily Maton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Cicily Maton is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Cicily Maton
303 W Erie St
Chicago, IL 60654-3973