The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.
Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.
Meet Kimberly O’Brien, CFP®, Wealth Advisor at Hightower Signature Wealth in Downers Grove, IL.
Kim’s Signature Move
Helping independent women create a future that reflects their priorities, supports the people they love, and still leaves room for themselves.
Who This is For
You’ve built a full life – and somewhere along the way, your personal goals may have taken a quieter role. Whatever brought you here, you’re entering a chapter that gives you an opportunity to think differently about what comes next.
- You’re making important decisions on your own and value having a trusted community to learn from, lean on, and talk things through with
- You’re balancing what matters to you with the many demands competing for your time and attention
- You want your financial life to reflect more than the responsibilities you’re carrying
You’re ready to make space for what you want – not instead of everything else, but alongside it.
Where You Are Today
You’ve spent so much time focusing on everyone else. You’re finally starting to think about what you want next.
What You’re Going Through
For years, your attention may have been focused on work, family, or the people who have counted on you. Now you’re beginning to more intentionally consider how you want to spend your time, energy, and resources moving forward.
- You’re starting to consider possibilities that may not have felt realistic – or necessary – in earlier chapters of life
- You may feel pulled between supporting the people you love and investing in your own goals
- It can be difficult to prioritize yourself after years of putting others first
The challenge isn’t choosing yourself over others. It’s making sure your future includes both.
Kim’s 3-Step Approach
- Give yourself permission to imagine what you want next – take time to think about what you want this chapter of life to become, and what deserves your attention
- Clarify your priorities – identify the people, experiences, goals, and values you want your future to reflect
- Build a roadmap to the future you envision – one that aligns your financial decisions with the life you’re working toward
Signature Perspective
“You don’t have to choose between supporting the people you love and creating a life you love.” – Kim O’Brien
What You’ll Experience
- A trusted thinking partner who makes it safe to not have all the answers
- Space to think purposefully about what you want moving forward
- A financial plan that incorporates both your priorities and the people who matter most to you
Where You’ll Be Tomorrow
You move from wondering what’s possible to identifying what you want next – and taking meaningful steps toward it.
Connect With Kim
If you’re ready to make more space for yourself in the future you’re planning for, talk with Kim.
Subscribe to our Weekly Wisdom newsletter
Hightower Signature Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
Click here for definitions of and disclosures specific to commonly used terms.
