JK Financial Planning, Inc. 94 Montclair Rd, Suite 102
Vernon Hills, IL 60061
Phone: 847-840-7496
Fax: 206-339-5887

Welcome to JK Financial Planning, an hourly, fee-only, financial planning firm.

With your life constantly evolving and change being a constant, it’s always a good idea to take stock of the events in your life.

Each of these events brings unique opportunities. Are you prepared to meet the financial challenges to meet these changes? Are you working with an independent, objective, financial advisor who takes the time to understand your needs and goals? Getting advice from the right person is critical to meet these opportunities, confident that your finances are in place.

Is JK Financial Planning, Inc. the right advisor for you?

The philosophy at JK Financial Planning, Inc. is to ensure that each client receives expert, objective advice customized to their needs. This is why we do not sell any financial products or accept referral fees from other professionals. We are an hourly, fee-only financial planning firm. Our services are provided on an “as needed” basis and range from creating a comprehensive financial plan to addressing single-issue concerns and everything in between. We work with our clients to determine what services they need and they pay only for those services.

Please call Jeff at (847) 840-7496 or send an email if you would like to discuss the financial planning process or set up your complimentary Get Acquainted meeting.


Have you recently…

  • Received a raise or bonus?
  • Started a new job or just left a job?
  • Become engaged or married?
  • Started a business?
  • Lost a spouse?
  • Received an inheritance?

Are you…

  • Having a child?
  • Going through a divorce?
  • Buying or selling a house?
  • Sending a child off to college?
  • Retiring soon?


JK Financial Planning, Inc. provides these services and more:

  • Comprehensive Financial Plans
  • Portfolio Analysis and Review – including 401(k) plans
  • Retirement Planning
  • Estate Planning
  • College Education Funding
  • Cash Flow and Debt Analysis
  • Financial Check Ups/Second Opinions

We appreciate your interest in JK Financial Planning, Inc. and we look forward to planning for the transitions in your life.

© JK Financial Planning, Inc. Hourly As-Needed Financial Planning and Advice™