Since 1972, when Ed Coyle founded our company, we have been grounded in one essential question:
“How Can We Help You?”
Our wealth coaching philosophy focuses on meeting you and your family where you are today and fostering a connection between your personal and financial life. Our proprietary approach, The Prosperity Partnership, promotes confidence, clarity, and sound decision-making – so you can live your fullest life, free of financial worry, confusion and wasted energy.
The Prosperity Partnership is a proven process to set you up for long term financial security and freedom.
Through this step by step process, you will gain the confidence to know that as your life changes, all the pieces of your finances will continue to work together. With the Prosperity Partnership, you have a financial partner who collaborates with the rest of your advisor team. When you retain Coyle Financial Counsel, we communicate directly on your behalf to design you the best possible outcome.
Prosperity Profile – The first step to your long term prosperity is identifying your prosperity profile, so you can receive a clear map of your current situation. You will walk away with a better understanding of all the financial and non-financial variables that will affect your future.
Expand Options – During this phase, we review, clarify and discuss your best wealth opportunities. This simple and necessary step allows you to see and control the ideal road ahead for your wealth.
Action Plan – This is where the rubber meets the road and you take action. Together we will execute on your most critical priorities so you can continue to grow your wealth successfully.
Coaching Partnership – Orchestrating your wealth is a continuous conversation. Through this coaching partnership you get regular access to your dedicated prosperity team so you have ongoing support for all of your wealth goals and initiatives.
Empower, Educate, and Engage – Our commitment to you is that through this prosperity partnership, you will gain clarity, wisdom and power over the future of your wealth.
We’ve been building long-term, multi-generational relationships from day one. We want you to feel confident that we are the right solution. If we feel your needs will be met better with other solutions, we will be happy to point you in the right direction.
We have designed our complimentary Prosperity Profile as the first step to giving you the power of visual wealth planning. Use our contact form or call 847-441-5644, and we will send you a questionnaire and schedule a meeting at one of our three offices (Wheaton, IL, Glenview, IL, or Naples, FL).