Corporate Professionals

Executive Financial Planning & Wealth Management Services

Maple Street offers financial planning for Executives, helping you build wealth while creating an easier way to manage your personal finances.

Accelerate to Financial Freedom

You have worked hard to succeed in a competitive field. It’s difficult to balance the demands of your work with your family, friends, health, and other priorities, such as your finances and investments. This is where Maple Street comes in with our executive financial planning & wealth management services.

The first step is an in-person or virtual conversation to allow us to begin to understand your situation, your needs, your goals, and your preferences. It’s also an opportunity for you to ask questions about me and Maple Street.

We’ll focus on your finances and investments so you can focus on your practice and your life. Get started by calling 224.633.3232 or filling out the form.

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We Help Executives

Get a clear picture of your finances and make them easier to manage

Optimize your cash flow

Minimize your tax liabilities

Create a comprehensive savings and tax strategy including solo 401k, SEP IRA, 403(b), 457, cash balance, roth & traditional IRA’s

Manage your investments for growth and risk

Build long-term wealth in a smarter way

Want to See if We Can Help?

Schedule an Introductory Call

How it works

  1. A Conversation
    We’ll discuss your current financial situation, your priorities, and your goals. We’ll ask questions and listen to your answers. It’s also an opportunity for you to ask questions about Maple Street Capital Advisors.
  2. Thorough analysis
    After our initial meeting, we’ll send you an Investment Management Agreement and a document needs list. If you sign the agreement, you will then upload information to your portal and we’ll review and work on your draft financial plan.
  3. Draft financial plan and investment strategy
    We’ll present your Draft Financial Plan with potential improvements. We’ll discuss and then agree on next steps. We’ll then use the information from the Draft Plan to define your financial objectives and select your investment strategy.
  4. Implementation
    Often, we’ll open investment accounts and begin implementation during the Draft Plan meeting. Over the next week or two, we’ll complete implementation after which you will have a consolidated view of your net worth and finances in real time in your dashboard and will have access to your investment accounts and analytics at Interactive Brokers, LLC.
  5. Ongoing management Maple Street will invest your savings in accordance with your investment strategy. We will meet twice per year, or as things change, and ensure your finances and investments are optimized.
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