Financial planning that puts clarity first.
August Financial Planning helps individuals and families understand their full financial picture, plan with intention, and make confident decisions, today and for the years ahead.
Phillip Shaw founded August Financial Planning because he believes every client deserves an advisor who puts their interests first, always. A CFP® professional and fiduciary, Phil built his practice around one idea: financial planning should be simple to understand and completely transparent.
As a fiduciary, Phil is legally required to act in your best interest. Not most of the time. Always.
You’ll know what we do, what we don’t do, and what it costs, before you ever sit down with us.
We take the time to understand your full financial picture so the plan we build actually fits your life.
We’re here for the decisions that matter today and the ones still ahead.
How We Work Together
Good financial planning starts with a conversation, not a sales pitch. Here’s what working with August Financial Planning looks like.
We sit down, or hop on a call, to talk about your life, your goals, and what’s on your mind.
We gather the full picture of your finances so nothing gets missed.
We build a clear, personalized plan aligned with your goals, your taxes, and your timeline.
We meet regularly, adjust as life changes, and make sure the plan keeps working for you.
August Financial Planning is built for people who want a real relationship with their advisor, not just a portfolio review. Phil works with clients across Chicago and nationally, with a particular focus on those approaching or already in retirement, who value directness, a clear fee structure, and an advisor who calls them back.
This Might Be You If:
- You're approaching retirement, or already retired, and want a clear plan for what's next.
- You want to know what services cost before you ever sit down for a conversation.
- You're looking for a planning relationship, not a product sale.
- You want an advisor with a clear point of view, not one trying to be everything to everyone.
- You're looking to actively trade individual stocks in a brokerage account.
- You're shopping purely for the lowest-cost option.
- You want a transactional, relationship-free advisor.
Ready to Talk About Your Plan?
The first conversation is just that, a conversation. No pressure, no obligation, just a chance to see if we’re a good fit.