The Advisor's Resource for Financial Plans
Leslie is a Certified Financial Planner™ who earned her designation from Northwestern University. She worked for a fee-only firm based out of Evanston, IL, providing comprehensive financial planning to the firm’s clients. Leslie currently supports MoneyGuidePro and Total Planning Suite with MoneyTree Software.
After graduating from Pomona College with degrees in Economics and French, Leslie worked in the independent music industry for over 20 years, developing and honing her skills in sales and marketing. She decided to pursue the financial services industry after working with many creative artists who have fluctuating income. She felt her knowledge of the areas of financial planning – budgeting, saving, insurance and taxation – could provide great assistance to those in similar circumstances. She opened Indie Financial Planning, LLC in 2016 to do just that. Indie Financial Planning is an unaffiliated registered investment advisor.
Leslie enjoys spending time with her two cats and dog (all adopted from local rescues) as well as volunteering as docent tour guide with the Chicago Architecture Foundation. Travel is another passion including extended stays with her family in Riverside, CA.