Balasa Dinverno Foltz, LLC
Itasca, Illinois
I am passionate about helping women make smart financial decisions so they can enjoy their wealth. In my role as the leader of BDF’s Women’s Service Team, I help widows and divorcees understand how their assets, cash flow and lifestyle are impacted so they can transition into this new phase with confidence and peace of mind. We organize and simplify things to make the legal and financial aspects as straightforward as possible. Our comprehensive planning and disciplined strategy takes the emotion out of investing and avoids costly mistakes.
As a CFP® Practitioner and CPA, I have the technical expertise to grow clients’ investments in the most tax efficient manner and coordinate all aspects of their financial lives with their accountant and attorney. In addition, my completion of a year long executive coaching program enables me to ask the right questions to help clients articulate their true goals so we are planning for what is most important in their life.
When I’m not helping clients, I enjoy learning something new every day from my son and daughter and giving back to the community. Some of the organizations I have been involved with are the Young Women’s Leadership Charter School of Chicago, Junior Achievement, Make-A-Wish Foundation and The Bridge Youth & Family Services. I also enjoy jogging, yoga and exploring new wines with my girlfriends.
To learn more about Heather, please visit her firm’s website.
