Nicole Romito, CFP®, CDFA™
I help women make smart and thoughtful decisions as they navigate an emotionally stressful time. My clients see me as a teacher, advocate and partner. Having gone through a divorce myself and leaving a 10-year career with a bank to start my own financial planning practice, I understand the stress of being 100% responsible for your financial security.
That is why I invest extra time and work with my clients and their other professionals, such as their attorney and tax adviser, to create a plan that takes them from a place of fear and uncertainty to one of clarity and confidence.
Whether it is a proposed divorce settlement, settling an estate, navigating deferred compensation plans or exercising employer stock plans on their way to retirement, we create a forward-looking financial plan so my clients can see what the future may mean for them and their families.
Phone: 312-831-4378 | Website: myprivatevista.com
Latest articles by Nicole Romito, CFP®, CDFA™
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How Smart Women Can Plan for Financial Freedom After a Curveball
Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions.
By Nicole Romito, CFP®, CDFA™
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You're Divorced, But the Work Isn't Over: A Guide to Five Financial Tasks to Do ASAP
Once your divorce is settled, don't waste time. You've got to tie up some important loose ends or risk losing money and facing tax consequences.
By Nicole Romito, CFP®, CDFA™
