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Alexandra Conroy Baig MBA, CFP®

Companions On Your Journey LLC

Alexandra Conroy Baig MBA, CFP®

Companions On Your Journey LLC

Alexandra Conroy Baig MBA, CFP®

Companions On Your Journey LLC

Profession LogoFINANCIAL PLANNER

Alexandra Baig is a Certified Finanical Planner® Professional with a particular expertise helping individuals and families with special needs. She takes a holistic approach that helps clients prioritize and balance the use of their assets to provide not only a quality life for the family member with a disability, but also secure education, retirement, tax and estate planning for the rest of the family. Alexandra's clients understand how their financial investments and products work, how to set realistic goals and what they need to do to achieve those goals.

Prior to her work as a CFP®, Alexandra spent seven years as the Executive Director of L'Arche Chicago, the local chapter of an international community that provides innovative, integrated living for adults with intellectual and developmental disabilities.  L'Arche taught Alexandra to appreciate the gifts and dreams of people with disabilities.

Alexandra has also worked overseas and understands that people from different cultures may approach planning wtih different emphases and priorities. 

Firm Description

We walk with you through the Special Needs Financial Planning maze

Alexandra Baig is a Certified Finanical Planner® Professional with a particular expertise helping individuals and families with special needs. She takes a holistic approach that helps clients prioritize and balance the use of their assets to provide not only a quality life for the family member with a disability, but also secure education, retirement, tax and estate planning for the rest of the family.  Alexandra's clients understand how their financial investments and products work, how to set realistic goals and what they need to do to achieve those goals.

Alexandra works directly with families and also as a consultant to other financial planners so that they can provide excellent service to the unexpected special needs that a client may reveal.  She also works with  organizations that support individuals with disabilities to provide educational workshops on Special Needs Planning, Governement Benefits and Work Incentives to both client families and suppor staff.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

3610 McCormick Avenue
3610 McCormick Avenue
Brookfield, IL 60513

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts