About Liane
Liane
Warcup, CFP®,
is the founder of Clarus Financial Planning, a Fee-Only
financial planning firm located in Geneva, Illinois.
Clarus Financial Planning specializes in working with
everyday people, helping them brighten their financial
picture and achieve their goals.
Clarus Financial Planning offers hourly, as-needed
advice so clients get the financial facts they need,
at the intervals they desire, at prices they can afford.
Whether providing a second opinion, answering a few
questions, or developing a full financial plan, Liane
helps clients clarify, articulate and realize their
most important life goals.
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A financial advisor since 1997, Liane sees
an increasing need for flexible, as-needed financial advice.
Many financial advisors accept clients only if they meet
certain income and net worth requirements. Liane
believes, however, that independent, objective advice
is something all Americans need, at least periodically,
to build the brightest financial futures. Holding
to this philosophy, Liane is proud to offer the same quality,
professional advice to all clients, not just the affluent.
If you simply need a one-time or periodic consultation,
she is happy to meet with you on an as-needed, hourly
basis.
Liane is a distinguished graduate of the United States
Air Force Academy, graduating with both academic and military
honors. While serving in the Air Force, she earned
her Masters in Public Sector Financial Management from
the University of Maryland. As a financial analyst
and budget officer, she advised senior managers on financial
planning, fiscal management, and internal management controls.
She also volunteered as a financial counselor to Air Force
personnel. After her Air Force career, Liane became
an investment advisor for Edward Jones in Washington State.
She assisted clients with their investment portfolios
by providing financial reviews, retirement planning, college
savings analysis, and other beneficial financial advice.
When Liane and her family moved to Illinois in 2001, Liane
began to shift her focus from investments and securities
brokerage to financial planning. After a brief time
as a financial consultant at the A.G. Edwards office in
Geneva, Liane decided to create Clarus Financial Planning
– a firm where advice is rendered commission-free,
without long term contracts or retainers.
Liane is a CERTIFIED FINANCIAL PLANNER™ professional.
She earned the right to use the CFP®
mark of distinction by completing a professional course
of study followed by a rigorous two-day certification
examination and by providing proof of extensive practical
experience. To maintain certification, she must
satisfy ongoing ethics and education requirements.
Liane is a member of the National Association of Personal
Financial Advisors (NAPFA), an organization of Fee-Only
financial advisors. She is also a member of the
Garrett Planning Network, an international organization
of professional, Fee-Only financial advisors. Members
are dedicated to providing independent, objective advice
to people from all walks of life. Locally, Liane
is a member of the Geneva Chamber of Commerce, and serves
on the board of GWIB – Geneva Women in Business.
Liane is happily married to Brian, her spouse since 1993.
They reside in Geneva, Illinois, with their two daughters
and son, and one rather petite Bernese Mountain Dog.
Call Liane today … and brighten your financial
picture!
CFP® and CERTIFIED
FINANCIAL PLANNER™ are certification marks owned
by the CFP Board of Standards, Inc. These marks
are awarded to individuals who successfully complete the
CFP Board’s initial and ongoing certification.
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