Michael Hollis, CFP®
Guiding families age 30 to 60 toward clarity & confidence | Flat Fee-Only
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Serving Clients Nationwide
Guiding families age 30 to 60 toward clarity & confidence | Flat Fee-Only
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Michael Hollis, CFP®
I'm a CFP and flat fee-only financial planner in Aurora, IL. I specialize in helping families answer financial questions that keep them up at night including:• What do I do to avoid tax surprises again this year and pay as little as possible?
• How can I get my spouse on board and involved in our family finances?
• If something unexpected happens, will our family be OK?
• Are our investments the right fit for us?
• How do I create something resembling a paycheck in retirement?
• Can I leave this life-sucking job while maintaining my family’s financial stability?
My typical clients share many of these characteristics:
✓ Are between the ages of 30 and 60
✓ Earn a household income of $200,000 or more
✓ Are married or preparing for marriage
✓ Have combined or are seeking to combine their finances
✓ Want to journey toward or are already living a debt-free life
✓ Have kids at any age and stage, or are planning for them
✓ Hold only U.S. citizenship and own no foreign assets
✓ Have no unresolved complex income tax issues
✓ Want to exit or do not own complex, private, & illiquid investments
If you are seeking clarity and confidence in making these and other important financial decisions and you live in the Chicagoland or across the country, let’s chat for 30 minutes.
When I'm not deep in a client's financial plan, you'll find me on a long bike ride listening to encouraging music, sparking new ideas and fresh vision, sitting at a summer travel league baseball game cheering on the guys, or enjoying a night out with my wife and two boys here in Aurora.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
- Flat Fee Advisors
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Aurora, IL, 60507
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
What to expect in the first meeting
Visit our website to complete the pre-meet questionnaire and schedule a complimentary introductory call. During our conversation, we'll review your information together, and I'll explain my transparent approach to financial planning. We'll discuss whether my fee-only, advice-focused philosophy aligns with what you're looking for in a financial advisor. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About TapestryFP
TapestryFP is a fiduciary financial planning firm offering transparent flat-fee financial planning, tax planning, and investment management services. Based in Aurora, Illinois, we serve clients throughout the Greater Chicago area and virtually across the United States.Weaving Wealth with Meaning is our guiding philosophy. It is the belief that money is a tool for weaving a life that is intentional, intricate, sometimes painful, and beautiful. A life where each financial decision becomes a thread, woven together over time into a tapestry that reflects a thriving life.
In practice, this means:
• A spirit of generosity
• Enjoying life along the way
• Working because you choose to
• Protecting your wealth from misfortune
• The confidence to step into various callings
• Using your resources for something bigger than yourself
• An identity rooted in the tapestry you are creating, not in what you own
Ongoing financial planning, tax planning, and investment management means we tackle the following combination of financial areas:
✓ Net worth tracking
✓ Financial & life goal planning
✓ Values-based spending & budget coaching
✓ Emergency fund & large purchase planning
✓ Employer benefits guidance
✓ Employer stock compensation plan
✓ College mindset and money
✓ Insurance review & gap analysis
✓ Your current generosity and financial legacy
✓ Assisted full-picture estate planning
✓ Investment recommendations & portfolio to goal alignment
✓ Current year and long-term tax minimization strategies
✓ Annual tax return preparation
✓ Retirement readiness assessment
✓ Optimizing Social Security & pension claiming
✓ Creating your retirement paycheck plan
Education
University of Illinois Urbana-Champaign, Bachelor's Degree
Volunteer Experience
College of DuPage Senior Expo, Loaves & Fishes VITA Program
Hobbies and Interests
- Cycling
- Family
- Movies
- Pickleball
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Couples
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Newly Engaged / Newlywed
- Young Families
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