Mary Anne Ehlert works with clients who seek an advocate who will listen and provide compassionate support to navigate complex planning situations. Mary Anne’s clients include professionals, business owners, widows and widowers, divorced women and families with an individual with a disability. Previously, she spent 18 years in senior management positions in the banking industry.
Protected Tomorrows, the special needs division of her practice, helps families plan a safe and fulfilling life for loved ones with special needs. An advocate for special-needs families, Mary Anne has appeared in many publications and travels extensively to speak at local and national conferences. She serves on the boards and committees of several organizations, including the board of directors of Special Olympics Illinois Foundation, the advisory board of Integrative Touch for Kids in Tucson, the board of directors of the Cornelia de Lange Syndrome Foundation and the advisory board of Tails for Life in Wisconsin. Mary Anne is a CERTIFIED FINANCIAL PLANNER™ professional. She studied business administration at Loyola University Chicago. She is author of The Gift I Was Given and one of the contributing authors in Madam President: How to Think and Act Like a Leader.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.