The Planning Center
Sr. Financial Planner
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
Meet Cicily Maton
Cicily Maton is a Chicago, IL fee-only financial planner at The Planning Center located in Chicago, IL.
I have been a financial planner for 30 years. My early experience in working with clients going through divorce led 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 a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Cicily Maton is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Cicily Maton
303 W Erie St
Chicago, IL 60654