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LIFE IS BUILT THROUGH A SERIES OF CHOICES.

DO YOU FEEL CONFIDENT IN YOURS?

4D Financial Advisors is an independent, fee-only firm, 

specializing in financial planning for female professionalS

ABOUT 4D


As a professional woMan and leader, you regularly prioritize, delegate, and manage both at work and at home.  you know how important it is to have a reliable team in place to help you run things more smoothly.  


a trusted financial partner is one piece of that team, especially one who knows how to grow with you and your career.  That's where 4d comes in.  We bring years of experience and perspective to our relationship, as both financial advisors and peers who also balance the work/life journey.  That's why we're confident we can help you design the life you want to live.


WHO WE ARE:

We are an independent, fee-only financial advisory firm for female professional leaders.  

WHAT WE DO:   

We  make the complex, simple.  We put everything into terms you understand and then give you advice, allowing you to make the best choices with all the information you need. 

WHAT WE STAND FOR:   

The power of education, the importance of a clear perspective, and the impact of intentional choice.

WHY WE ARE DIFFERENT:

We truly care about you, not just your finances.  We're real people! We have families and strive to help our communities. 

WHY THAT MATTERS:

Owning your decisions today will impact your tomorrow--and will give you confidence in achieving the future you imagine. 




JEFF DVORAK, CFP®, CPWA®

Throughout my life, I have witnessed powerful, selfless women navigate the stressors of their life effortlessly.  Standing on the sidelines, I can’t help but admire the sacrifices they have made to advance their career, raise a family and maintain a semblance of a social life, doing it all with finesse.  With my guidance, and through my passion for helping others, I can provide you with a means of finding financial freedom and life balance.

Read more…


JEFF DVORAK, CFP®, CPWA®



When I created 4D, my mission was to empower my clients through an effective education and communication style that would help them achieve success, no matter how they defined it.  This industry is flooded with opinions from the media, difficult to understand jargon, and complex topics that were not intended for the masses to comprehend.  My purpose is to help you navigate this chaos and feel comfortable making the important decisions you be face throughout your life. 

After graduating with a B.S. degree in finance from the University of Illinois at Urbana-Champaign, I went on to earn the Certified Financial Planner TM (CFP®) designation.  I also obtained the Certified Private Wealth Advisor (CPWA®) certification, which armed me with a deeper understanding of many complex topics that my clients can instantly benefit from. I am a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA), and recently served on the Midwest Region Board of NAPFA and the Board of Trustees for the NAPFA Consumer Education Foundation. Before founding 4D Financial Advisors, I worked at two other financial advisory firms in the Midwest. 

I was born and raised in the western suburbs of Chicago and currently reside in Glen Ellyn, Illinois, with my wife Kim, twin boys Justin and Jeremy, and daughter Rylie. In my free time I enjoy traveling, exercise of any kind, especially cycling, good bourbon , and spending time with friends and family.



FAQ

Should I work with 4D?

Q: Are you a fiduciary?

A:  Yes.  We put your interests first by providing you objective advise.  This means if we recommend insurance or specific investments for you, we believe they are in your best interest.  We do not receive any commissions or incentives from any of these recommendations.  We take this very seriously, as it is our desire to build a longtime relationship with you, and believe this type of trust is the foundation.

Q: I don't live near Naperville, IL, can i still work with you?

A:  Of course!  We have the capability to work with you remotely.  Even if you do live nearby, we offer the flexibility for remote appointments if that is easiest for you, given your busy schedule.

Q: I am not a professional woman, can i still work with you?

A:  While we have chosen to primarily service professional women due to our strengths and interests, we are very willing to help anyone who may be in need of financial assistance. 

Q: Do i need to have a certain amount of money to work with you?

A: Nope!  We want to be able to help you at any stage in your career.  We charge a flat fee per year, billed quarterly.

Q: Can't I just do financial planning myself? 

A: As a professional woman, you are smart, organized, detail-oriented, and very busy.  While you could certainly plan on your own, other priorities tend to get in the way.  So, we’re here to help keep you on track to make sure you can live the life you desire.

What is it like to work with 4D?

Q: how do you get paid?

A:  4D Financial Advisors is a fee-only firm, which means we only get paid by you, the client, not by selling any products or making referrals.  So, the fee we include in our agreement is all you pay 4D.  We believe it is very important that you know how much you are paying, and the value you are receiving for our services.

Q: can i cancel my ongoing planning relationship?

A:  Yes, of course.  You can cancel at any time.  You will only be charged up until the time at which you cancel. 

Services

4D Financial Advisors was founded with real people in mind. While we all know how important it is to plan for your financial future, the reality is, it’s easy to go on auto-pilot as the demands of your job and business dominate the everyday. Before you know it, years have passed and the stress of all the things you aren’t doing—or things you could be doing better—begins to add up.

But whose standards and goals are you even applying? 4D is focused on helping you reflect on this ambiguous question, writing your own answers, and then creating a plan to achieve it. And since we are independent, fee-only wealth managers and financial advisors, the only opinion and outcome we care about is yours.

Our boutique firm maintains a high-touch, personalized service culture with the perspective that we are an integral partner in your life. We view our role as one that ensures you understand not just the impact of your choices but the progression of them, so you feel more confident and in control of your future.

On-going Wealth Management (Financial Planning + Investment Management)

Managed/Advised on Assets

Fixed Quarterly Cost of Services

$0 – $500,000

$1,250

$500,000 to $1 Million

Up to $2,125

$1 Million – $1.5 Million

Up to $2,875

$1.5 Million - $2 Million

Up to $3,625

$2 Million - $3 Million

Up to $5,125

$3 Million+

$5,125 + 0.0875% above $3 Million

Quote provided following complimentary consultation.

One-Time Financial Plan Only

This is a collaborative process whereby an initial comprehensive financial plan is designed and developed. The cost for this service starts at $4,000.   A quote will be provided following your complimentary consultation.

Financial Project

For assistance with any short-term projects, one-time decisions, or unique circumstances, we will work with you to identify an appropriate plan of action. The cost associated with this service will be determined on a case by case basis.


CONTACT US


Address

1717 N. Naper Blvd. #205
Naperville, IL 60563

Email

jdvorak@4dfinancialadvisors.com

Phone

630.364.2837

Send US a note

We would love to hear from you. We’ll get back to you within 24 hours. We also encourage you set up a free consultation to find out if we can help.