Vista Financial Planning is an Oak Park, Illinois, financial advisory firm led by Sophie Kaluziak, CPA and CFP® professional. A fee-only Cambridge Advisor, the firm accepts no commissions, referral fees, or other compensation from financial products or transactions; clients pay directly for its advice. Its approach integrates financial planning with tax, estate, insurance, and investment considerations, and no minimum assets are required.

The firm offers goal setting and financial planning, including projections and strategies for balancing short- and long-term priorities. Investment services include portfolio analysis, personalized asset allocation, and recommendations for no-load, low-expense mutual funds. Vista also reviews insurance needs, provides year-round tax planning, prepares personal income tax returns, and assists with audits at no additional charge.

Estate planning support includes preparing or reviewing wills and durable powers of attorney, while a record-keeping system helps clients organize documents and pursue tax savings. The firm emphasizes client education, objective advice, and ongoing access through a full-service retainer. Complimentary initial consultations are available by appointment