Manage Your Financial Life fees and pricing

Financial planner in Northfield, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 3, 2026, Manage Your Financial Life charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“We charge an hourly fee at a rate of $250 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Manage Your Financial Life bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable, and your Advisory Contract will outline the final agreed-upon fee.”
  • “Instructions will be provided on the invoice.”
  • “Should any fees collected in advance exceed the amount of work conducted, Advisor will provide a prorated refund within 30 days from the notice of termination.”

How Manage Your Financial Life’s fees compare

  • Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
  • None of the 2 other planners in Northfield that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Manage Your Financial Life

  • Principal: Nancy Doyle
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329796
Website
manageyourfinanciallife.com (opens in new tab)
Phone
(847) 867-2630

Can advise clients in 2 states: Florida, Illinois

Other planners in Northfield that publish fees

Compare all 7 planners in Northfield

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.