Michael Hollis, CFP^®

Hi!. I'm Michael Hollis, the founder of TapestryFP, a fee-only financial planning firm based in Aurora, IL. I specialize in helping individuals and families, age 30-60 make thoughtful financial decisions around retirement, taxes, investments, and major life transitions, with a focus on connecting money to what matters most. TapestryFP is a fiduciary financial planning firm offering transparent flat-fee financial planning, tax planning, and investment management services. Based in Aurora, Illinois, we serve clients throughout the Greater Chicago area and virtually across the United States. Weaving Wealth with Meaning is our guiding philosophy. It is the belief that money is a tool for weaving a life that is intentional, intricate, sometimes painful, and beautiful. A life where each financial decision becomes a thread, woven together over time into a tapestry that reflects a thriving life. In practice, this means: • A spirit of generosity • Enjoying life along the way • Working because you choose to • Protecting your wealth from misfortune • The confidence to step into various callings • Using your resources for something bigger than yourself • An identity rooted in the tapestry you are creating, not in what you own Ongoing financial planning, tax planning, and investment management means we tackle the following combination of financial areas: • Net worth tracking • Financial & life goal planning • Values-based spending & budget coaching • Emergency fund & large purchase planning • Employer benefits guidance • Employer stock compensation plan • College mindset and money • Insurance review & gap analysis • Your current generosity and financial legacy • Assisted full-picture estate planning • Investment recommendations & portfolio to goal alignment • Current year and long-term tax minimization strategies • Annual tax return preparation • Retirement readiness assessment • Optimizing Social Security & pension claiming • Creating your retirement paycheck plan

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Disaster Recovery, Estate Planning, Investment Management, Irregular Income, Getting Married, Identity Theft, Job Loss, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes