Our Mission
Our mission is to provide women with personalized financial advice to enable them to make informed decisions and live their best lives. From our perspective, women and their families deserve
- transparency
- honest communication
- great service
- excellence in financial planning and investment management tailored exclusively for each client
Our Clients
Our clients value knowledge, education and planning. Generally they have more than enough responsibility on their plates and prefer the partnership of female financial experts. As women our responsibilities ebb and flow with our lifecycles including raising a family, developing our careers, caring for our parents and creating a fulfilling retirement.
Our Story
Mosaic Fi s a female owned and operated independent registered investment advisory firm. Between us we have 70+ years of personal financial planning and investment experience in addition to holding the following credentials: CFA, RMA and CPA. We walk the walk for our clients!
Life is a mosaic of resources and constraints, concerns and dreams. We partner with our clients to create flexible financial plans to help them make decisions with ease and confidence. The financial planning conversations help determine the investment management strategy for each client. It includes your timeline, risk appetite, tax considerations, short and long term goals.
We give you a real picture of your financial life and work with you to plan for the future you want to achieve. We have a methodical and repeatable process of investing in low cost, highly diversified investments that over time give you the returns that you have earned and the freedom to pursue your dreams.
Life is a mosaic of resources and constraints, concerns and dreams. We partner with our clients to create flexible financial plans to help them make decisions with ease and confidence. The financial planning conversations help determine the investment management strategy for each client. It includes your timeline, risk appetite, tax considerations, short and long term goals.
We give you a real picture of your financial life and work with you to plan for the future you want to achieve. We have a methodical and repeatable process of investing in low cost, highly diversified investments that over time give you the returns that you have earned and the freedom to pursue your dreams.
Read Jenifer's article on the power of compounding.
December 2022
December 2022
Work with us
First Step: A 30 minute call to make sure your situation and objectives are a match for our expertise
Second Step: A 60 minute meeting (in person or virtually) to hone in on your needs, objectives and family
Third Step: We will explain what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Second Step: A 60 minute meeting (in person or virtually) to hone in on your needs, objectives and family
Third Step: We will explain what you can do to improve your retirement plan, lower taxes, and optimize your investments.
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Mosaic Fi, LLC
250 Parkway Drive, Suite 150 Lincolnshire, Illinois 60069 (773) 425-6790 Legal Disclosure: Form ADV |