Live fully today, plan confidently for tomorrow
Flat-fee. Fiduciary. Life-centered planning.
Who we serve best
We work with high-achieving professionals and families who want to feel confident in their financial future without sacrificing what matters most today.
High-achieving professionals and small business owners
We help high-achieving professionals and small business owners take control of their cash flow, reduce their tax burden, and build long-term wealth with purpose. Whether you’re growing your income, launching a business, or aiming for early financial freedom, we design strategies that align your resources with your goals.
Families Navigating Competing Priorities
Between growing careers, raising kids, and planning for the future, life can feel like a balancing act. We help families create a clear financial plan that supports your life today while making progress towards big picture goals like buying a home, saving for college, or retiring early.
Retirees Focused on Peace of Mind
We help you turn your life’s savings into a reliable income stream that supports the retirement lifestyle you’ve worked hard to achieve. With a focus on sustainable withdrawals strategies, tax efficiency, and peace of mind, we help you enjoy retirement without the stress of outliving your money.
How We’re Different
Truly Comprehensive Planning
We look at the full picture, every financial decision, every dollar, and every goal. Our advice goes far beyond investments, touching every aspect of your financial life.
Expert Guidance
At Novak Financial Partners, you'll work directly with a CERTIFIED FINANCIAL PLANNER™ professional which is the highest standard in the industry. As fiduciaries, we’re legally and ethically committed to putting your best interests first.
Modern, High-Touch Experience
We don’t earn commissions or charge percentages based on your assets. Our flat-fee structure is built on the value of our services, not the size of your portfolio, so you always know exactly what you're paying for.
Transparent, Flat-fee Pricing
We combine industry-leading technology with personalized, white-glove service to deliver a seamless and engaging planning experience tailored to your lifestyle.
Don’t Just Take Our Word For It
Testimonials from clients or endorsements from non-clients may be solicited but were not compensated directly or indirectly for providing them. No conflicts of interest exist between the advisor and any person providing such testimonial or endorsement.
How It Works
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Our journey begins with a brief, no-obligation phone call to learn more about each other. We’ll explore your financial needs, goals, and expectations to ensure our expertise aligns with what you’re looking for.
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In this virtual session, we dive deeper into your financial world. We'll clarify your goals, values, and priorities, and assess your current financial position, including income, expenses, assets, and liabilities.
This meeting allows us to construct a personalized balance sheet and cash flow overview, which serve as the foundation for your financial plan.
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With a clear understanding of your financial picture, we present a set of actionable recommendations. We’ll show you how to enhance your plan, minimize taxes, optimize investments, and mitigate risks.
This stage includes detailed financial projections and tailored strategies designed to align your resources with your life goals and financial objectives.
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Financial planning doesn’t end with a single set of recommendations. We’ll work with you on an ongoing basis to adapt your plan as life evolves.
From regular portfolio oversight like rebalancing and tax-loss harvesting, to identifying new planning opportunities, we help ensure your financial strategy stays aligned with your life.
Your Financial Partners
At Novak Financial Partners, we help high-achieving families bring clarity and confidence to every financial decision, from major life transitions to long-term goals and everyday choices. You deserve personalized advice that puts your interests first, and that’s exactly what we deliver.
We’re here to simplify the complex, advocate for your goals, and give you the freedom to live fully today while planning intentionally for tomorrow.
Your Own Personalized Tools & Dashboard
Take the first step toward clarity and confidence with a personalized financial dashboard that gives you a complete view of your goals, investments, and progress all in one place.
