Brian Rhoads

Hi, it's Brian Rhoads here! I created Checkpoint Financial Planning, LLC to deliver personalized financial advice without pitches to manage money, product promotions, or long-term commitments. I strive to strengthen the independence of DIY investors with an initial project to develop a plan, followed by hourly advice as needed.

With over 30 years of prior experience in quantitative finance, I advised insurance companies and banks on aligning assets with liabilities, managing financial risks, and designing dynamic investment strategies. I believe in cutting through noise, keeping finances simple, and minimizing costs to help clients achieve their goals efficiently.

I am a lifelong resident of Illinois – I grew up in rural Oregon, IL, attended college in Rock Island, and later settled in Chicagoland. My wife (Mary) and I made our home in Highland Park, where we raised our two children, now in their late teens.