When you’ve worked hard to achieve success, the last thing you want is to scale back your hopes for the future just because of financial roadblocks. Avena Impact specializes in navigating even the most intricate financial situations. Our visionary team uses cutting-edge tools and skilled expertise in areas like tax mitigation to build financial plans that reignite your hopes for fulfillment, purpose, and impact.
We’re conveniently located in Crystal Lake, IL just west of the downtown area, and have joyfully served the northwest Chicago suburbs for over 20 years. Schedule an appointment with us and we’d be happy to meet with you about your wealth needs.
We are located on the corner of N Virginia Street and W Crystal Lake Ave, just west of the downtown area.
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No, you do not need to live in Crystal Lake in order to work with us. Our team values in-person meetings, but if you live outside of driving distance from our office, we are happy to schedule virtual meetings with you.
This is a no-pressure, no-commitment conversation that allows us to understand your financial situation, goals, and the challenges you may be facing. It also gives you the opportunity to learn about our approach and how we can tailor our services to match your needs. You can schedule this call by visiting our website and clicking on the ‘Schedule a Call’ link, where you’ll find available times that suit your schedule.
At Avena Impact, we believe in transparent, value-aligned pricing. Our fees are typically based on assets under management, which means we only do better when you do. For clients seeking financial planning without investment management, we offer a flat-fee option tailored to the complexity of your situation. We don’t earn commissions on investment products or insurance—our only compensation comes directly from our clients, keeping our advice objective and entirely in your best interest. During our discovery process, we’ll provide a clear proposal so you know exactly what to expect, with no surprises.
There’s no need to bring anything to your first meeting with us, other than any questions you have for our team. If you’d like, you can bring any current estate plans, retirement account statements, or other financial statements if you’d like to review them at our meeting.
