Own life’s big moments – and own your future

Long-term financial health often depends on how we manage the big moments. These are the life transitions we all face, like marriage, starting a business, receiving an inheritance, retirement or divorce. Our futures are shaped in these moments, and taking control when it matters most helps you keep control today – and tomorrow.

Times of change are times of opportunity

These moments can bring uncertainty and anxiety over your long-term financial health. But with an experienced, independent partner like JK Financial Planning, you can take control and feel truly confident in your future. We can counsel you with a comprehensive financial plan, or straightforward advice regarding a specific question.

We’re independent, informed and on-demand

We don’t sell someone else’s off-the-shelf solutions. We work for you, as needed, when needed. We’re on top of current legal and financial developments, so we can offer timely advice on:

  • Marriage
  • Paying for college
  • Divorce planning
  • Inheritance
  • New/lost job or raise
  • Retirement planning
  • House buying/selling
  • Loss of a spouse
  • New Child
  • Estate planning

JK Financial Planning is a fee-only financial planning firm with offices in Vernon Hills and Chicago providing a wide range of financial planning, investment management and divorce planning services to its clients. Jeff Kostis has earned some of the industry’s highest designations to ensure that clients receive the comprehensive advice they need, including the CFP® (Certified Financial Planner), CPA/PFS (Certified Public Accountant / Personal Financial Specialist) and CDFA (Certified Divorce Financial Analyst) designations.

Jeff-Kostis

Jeff Kostis, President

Certified and experienced, Jeff shares his insight to help educate each client.

  • CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
  • CERTIFIED FINANCIAL PLANNER™, 2008
  • CPA/PFS, 2008; CPA, 1995
  • Master’s degree in Accounting, University of Texas, 1993
  • Graduate of Bradley University, 1991