Meet The Team
A Partner Focused On You and
Your Financial Growth
We'll be by your side every step of the way providing input on any significant financial decisions you face.
At Chladek Wealth, our mission is to empower you to make educated decisions about your money. We want you to feel secure and comfortable with your financial choices.
From day-to-day decisions to college planning, retirement planning, and more, we’re here to help answer all your financial questions and cheer you on as you accomplish your goals.
You deserve advice you can trust, that’s why we are a fee-only firm. We don’t receive any commissions or benefits from other companies but conduct financial planning as it should be—centered on providing the best advice to reach your financial goals.
We Put You First. Always.
Our priority is your financial confidence and growth.
Fiduciary
We have a legal obligation to always act in the best interests of our clients.
Fee-Only
No commissions and no hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.
CFP® Professional
We adhere to the highest practice standards, providing high-quality advice based on years of education and experience.
Collaboration
Your success is our success. We understand the importance of effective communication, transparency, and teamwork.
A Powerful Meaning Behind
The Chladek Name
Embodying our roots to help you find financial prosperity.
The Chladek name holds deep Czech roots and translates to “in the cooling shade.” One of the most powerful symbols in Czech folklore is a birch tree. The prominent tree offers shade, comfort, and protection to those who seek it, and its golden leaves are meant to symbolize fortune and prosperity. It’s our goal to help you make thoughtful, educated, and intentional decisions with your finances so you can find prosperity now and in the future. As Warren Buffet famously said, “Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Together, we’ll help you plant the seeds for your financial life, nurture it through planning and eventually relax under your own tree, comforted by the blanket of leaves in the cooling shade..
Meet John Chladek, MBA, CFP®
Founder and President, Financial Planner
I started working in the financial services industry at the age of 19 as a college intern. There, I found my passion to help others make smarter financial decisions, which led me to earn the CERTIFIED FINANCIAL PLANNERTM designation and serve on the CFP® Board as a Subject Matter Expert.
In 2009, I launched Chladek Wealth Management out of a desire to support clients through every twist and turn in their financial lives with integrity, passion, and expertise. Since starting Chladek Wealth, I have been a recipient of the Five Star Wealth Manager Award for 7 years and counting.
I am also a member of the following professional organizations:
I’m a proud graduate of the University of Nebraska with an undergraduate degree in Finance, and Rockhurst University with an MBA.
When I’m not helping others build and retain wealth, you can find me cheering on the Nebraska Cornhuskers with my THREE daughters, trying to become the next great pitmaster from Kansas City with my BBQ smoker in the backyard, or squeezing in a quick 9 holes of golf on a Sunday night.
Meet Lisa Albers
Client Service Specialist
After spending most of my career in the corporate world, and then sharing a business partnership with my husband, I decided to make a shift to the financial planning industry in 2022.
My passion for helping others is what motivates me every day. I view challenges as opportunities, so working alongside families to help them make smart decisions with their money is a natural fit.
As the Client Service Specialist for Chladek Wealth, I handle the day-to-day operations of the firm and ensure every client has a welcoming and professional experience.
I am a native of Kansas City, and although I love all four seasons the Midwest provides, summer is by far my favorite. When I’m not helping clients, you can find me spending time with my husband, being active in the Church community, and working outside in my garden.
Who We Serve
Helping you overcome your financial concerns, one step at a time
Growing Family
Questions 1:
Can we go on vacation and do what we want without worrying about the price?
Question 2:
Can we spend money now without negatively affecting our long-term goals?
Question 3:
Is our money invested the right way to reach our goals?
Time For College
Questions 1:
Have we saved enough money to pay for multiple college tuitions at the same time?
Question 2:
Can we still spend money on things we enjoy today?
Question 3:
Should we be doing anything differently to reduce our taxes?
Facing a Big Change
Questions 1:
Do we have the financial resources to retire on our terms?
Question 2:
Can we afford private health insurance if we retire before age 65?
Question 3:
Should we pay off our mortgage before we retire? Does it make sense to downsize?
Start Your Financial
Growth Journey
There's no better day than today to start investing in
your future
Everybody has different goals and values. Our personalized financial planning helps lay the foundation for a lifetime of smart financial decisions that meet your unique needs.