We are your: Partner Guide Financial Therapist Budget Wizard Wealth Manager Cheerleader Tax Planner Investment Manager
Independent Financial Advice That Meets You Where You Are
We act as fiduciary financial planners that break things down and work at your pace to reduce overwhelm and information overload.
“Helping People Feel Comfortable & Confident in their Money Decisions”
Serving Los Angeles, Chicago, & Beyond
Over 30 years of experience in financial planning, debt management, small businesses, investment management, retirement planning, taxes, insurance, special needs, financial therapy, and estate planning.
Our goal is for you to feel comfortable and confident in your money decisions. Whether you need help with financial terminology, tax regulations, investment options, budgeting, or just financial advice, we’ve got you covered.
Your money stories – the experiences and lessons you’ve learned around money – drive what you think about money and how you approach your money. That’s why we have a Certified Financial Therapist on staff and weave financial therapy into everything that we do.
Our Values
Relationships Matter
We build authentic and meaningful connections based on compassion and mutual respect.
Live the Dream
We support everyone to intentionally write a unique life story that reflects their values and priorities.
Brave Space
We step into courageous conversations to encourage the progress of the company, team, and our clients.
Always Learning
We explore new ideas and solutions. We see mistakes as opportunities to learn, grow, and do better.
Meet Our Team of Financial Experts
We provide options so you can make informed decisions that support your unique goals and values. We partner with you to support your unique goals and values. SBFP does not sell financial products of any kind.
Tara Unverzagt
President & Senior Financial Planner | MBA, CFP, CFT
Jessica Robertson
Lead Financial Planner | MAcc, CPA
Nick Johnson
Junior Lead Planner
Nina Reeder
Client Service Associate
Julie Koch
Operations Specialist
Blog & Resources
