Contact Information

Chicago, IL

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Amy Rosenow is the founder of Bold Vision Financial (formerly Fearless Financial), an advice-only financial planning and education firm focused on women, families, and entrepreneurs.

Prior to Bold Vision, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns.

She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation.

Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their two Labrador retriever rescue dogs.

She is involved in a variety of community and non-profit initiatives, serving on the board and as Treasurer of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology, and recently completed her term as the Treasurer of the Latin School of Chicago Parent Association. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.

Typical Fee (Computed Monthly)*

$500

Fee Models
  • One Time Fee:

    $3,000+

  • Hourly:

    $300/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Women

  • Newlyweds/Couples

  • Pre-Retirees

  • DIY Investors

  • High Earners ($250k - $500k)

Areas Of Specialization
  • Investments

  • Employee Benefits

  • Early Career Planning

  • Mid-Career Planning

  • Pre-Retirement Planning

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.