Personalized Financial Planning and Wealth Management Tailored to You
Jody Robinson specializes in bespoke financial planning, wealth management, and income distribution strategies, offering both fee-based and hourly consultations. She welcomes new clients, including discerning professionals who are 5-10 years from retirement and ambitious younger individuals starting their financial journeys. Jody fosters lasting relationships, guiding clients through every stage of life—whether planning for retirement, navigating significant life transitions such as the loss of a spouse or adjusting to life after divorce, or seeking to optimize complex financial strategies. Her greatest fulfillment lies in providing empathetic support as clients forge their financial paths forward, helping them regain confidence and clarity during challenging times.
Jody follows a meticulous 7-step process based on the CFP® Board of Ethics and Standards of Conduct, the industry standard for the highest level of fiduciary care. This adaptable framework includes:
1. Understanding your unique personal and financial circumstances.
2. Identifying and articulating your financial goals.
3. Analyzing current strategies and exploring potential alternatives.
4. Developing tailored recommendations and integrating premier resources. Her standards of service include continually evaluating evolving software solutions, collaborating with specialized professionals including CFAs, CPAs, estate attorneys, insurance experts, and other CFP® professionals. This collaborative approach provides a comprehensive analysis of your financial landscape, focusing on essential areas such as tax optimization, estate planning, and investment strategies.
5. Finalizing financial-planning recommendations and identifying appropriate solutions.
6. Clarifying implementation responsibilities, whether through her practice or independently.
7. Establishing ongoing monitoring to adapt your plan as life evolves.
Jody serves clientele nationwide, combining a successful entrepreneurial spirit with a deep understanding of the needs of affluent individuals. Recognizing the importance of flexibility in today’s fast-paced environment, she offers personalized meetings at her suburban Chicago office, at your residence or business, or via secure virtual video conference. While her reach extends across the country, she has cultivated strong relationships within local communities including Burr Ridge, Willowbrook, Darien, Clarendon Hills, Hinsdale, Oak Brook, Downers Grove, Elmhurst, Naperville, Oak Lawn, Orland Park, and Plainfield. Whether you are in the Chicago area, traveling, or moving to another area as life changes, her clients receive tailored service at every stage of their financial journey.
Authentic Relationships Built on Trust
Throughout her career, Jody has supported clients through their successes and challenges alike. She and her dedicated team at Kingsview pride themselves on being accessible, reliable, and genuinely invested in your goals. Jody takes the time to understand your needs, striving to cultivate a long-lasting, collaborative partnership.
Having guided clients through the complexities of the Great Recession (2007-2009), Jody established her own practice in 2010 to enhance client service. In 2015, she transitioned to an independent practice as a founding partner at Kingsview, becoming the firm’s first female advisor.
Author and Thought Leader
Jody is the author of “Money Messages,” a compelling exploration of our emotional relationship with money. The book weaves together narratives, interviews, and practical exercises, inviting readers to reflect deeply on their financial beliefs and behaviors.
Commitment to Community and Personal Pursuits
Beyond her professional endeavors, Jody is passionate about giving back. She actively mentors CFP® candidates and leads initiatives to advance women in finance and entrepreneurship. She is a member of the Pro Bono Committee for the Financial Planning Association of Illinois. Her contributions to humanitarian outreach include participation in Rotary and a local food pantry. Jody is a member of the Polio Plus Society, Paul Harris Fellow Society, and the Rotary Bequest/Legacy Society.
In her personal life, Jody enjoys gardening, swimming, kayaking, and immersing herself in thought-provoking audiobooks. You may catch her walking her spirited dog or indulging in car karaoke. She shares her life with a partner who matches her quirky sense of humor and also works in finance. Together, they enjoy fishing at their lake cabin and savoring sunrises over coffee. Proudly, she is a mom and stepmom to a vibrant blended family.