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Visions & Values Workbook

BROUGHT TO YOU BY PEAK WEALTH PLANNING

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Why are goals critical in financial planning?

Goals are essential in financial planning because they give direction and purpose to your financial choices. Without clear objectives, strategies lack relevance.

Whether you have a detailed vision or a faint idea of your desires, it's vital to transform them into actionable goals. Reflect on your habits and life's journey — do they align with your dreams?

Download the Peak Wealth Planning's 
Visions and Value workbook now to help identify and prioritize your personal financial goals.

About Peak Wealth Planning

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Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps his clients achieve their unique goals and enjoy peace of mind.

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Peak Wealth Planning

Peak Wealth Planningspecializes in working with clients with a net worth of $1 million to $25 million or more. We get to know your unique needs and design a strategy to align your personal goals and finances.

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Peak Wealth Planning

How To Get Started

SCHEDULE A CONSULTATION

Schedule a brief phone call or meeting with us to confidentially discuss your financial situation and life goals. There is not obligation or charge for an initial discussion.

Peak Wealth Planning

Become a Peak Insider

GAIN ACCESS TO ON-GOING FINANCIAL EDUCATION.

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Peak Wealth Planning

4311 North Ravenswood Ave

Suite 217

Chicago, IL 60613

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217-303-5040

Schedule a Discovery Call

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Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Uptown, Ravenswood, Lakeview, Lincoln Square, Lincoln Park, Vernon Hills, Wilmette, and La Grange Park), and nationwide.

Copyright 2025. Peak Wealth Planning, LLC.

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SITE MAP | DISCLOSURES & LEGAL INFORMATION | PRIVACY & DATA COLLECTION POLICY

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Peak Wealth Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists.​

 

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses. 

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Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

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