• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Call (847) 253-3185 BOOK NOW
Baldwin Financial Advisors

Baldwin Financial Advisors

  • Home
  • About
    • Why Baldwin Financial
    • Our Services
    • Our Team
    • Why Work with a CFP® Professional?
  • FAQ
  • Client Logins
    • Client Login
    • Lets Make A Plan
      The Process
  • Get Started
    • Book Now
    • Client Fact Finder
    • Risk Tolerance Assessment
    • Document Checklist
    • Client Brochure
    • Code of Ethics
    • Privacy Policy
    • Policies and Procedures
    • Financial Calculators
  • Contact

Take the Next Step

Take the Next Step

Your first step is to contact our office either via the ‘Contact Us’ link above right on this site. This email: Plan@BFinancialAdvisors.com will get you more information on the firm and what you may wish to bring with you to your first meeting with us. Our Client Brochure, which describes how we do business, can be found via (Advisory Document Link).

We will send you our Privacy Policy, our CFP® professional biography so you know our background and experience before getting started. We will also attach a simple fact finder for you to complete (optional, but helpful) to allow us to have an efficient first meeting. We will explain the planning process to you at this meeting. There is no obligation to move forward in planning after this meeting. An official ‘Client Engagement Agreement’ will go out to you in writing, confirming the scope of the project to be done and the cost of this project, outlined by task. This way, you can see if you wish to have us complete part of the project, or the whole, comprehensive plan at that time.

We request, for your privacy and those we work for, that you make a prior appointment to meet with us. Our hours are 10 am until 6 pm Monday-Friday by appointment. Earning and maintaining your trust is our priority at all times. We look forward to having the opportunity to work with you and for you.

Filed Under: Featured

 Try Our Online Financial Calculators

Contact Us
Get Started

Footer

TRY THE FINANCIAL CALCULATORS

GET STARTED

CONTACT US

Call: (847) 253-3185
Email: Plan@BFinancialAdvisors.com

Baldwin Financial Advisors, LLC
44 S Vail Ave., Suite 103
Arlington Heights, IL 60005

Copyright 2025 Baldwin Financial • READ CLIENT DISCLOSURE • CERTIFIED FINANCIAL PLANNER (CFP®) is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. Baldwin Financial Advisors, LLC is a Registered Investment Advisory Firm in the State of Illinois. We welcome your request for our Advisory Document ("ADV") and Privacy Policies. BFA only transacts business in states where it is properly registered, or excluded or exempted from registration requirements; Follow-up and individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion. [website design]