JK Financial Planning, Inc. 847-840-7496  |  312-869-2151
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
New/lost job or raise Retirement planning
House buying/selling Loss of a spouse
New Child Estate planning

Jeff Kostis

Jeff Kostis, President

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

CPA/PFS, 2008; CPA, 1995
Master’s degree in Accounting, University of Texas, 1993
Graduate of Bradley University, 1991
© JK Financial Planning, Inc. All services provided through JK Financial Planning, Inc.