Our engagements are all about you. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify what has your attention financially and personally. We seek long-term client relationships with those who have a desire to expand their mindset and prospective. With a willingness to start the work required to progress toward their goals.
The value in financial advice comes as the result of ongoing qualified discussions, conversations and thoughts about our financial priorities, values, opportunities and limitations. To drive those conversations and support hyper personal engagement with our clients, we have a series of online platforms to help us gather the detailed information required. Keep that information updated; and generate ongoing written advice, reports and visually compelling progress reports.
Click Here to Schedule Appointment
Prospective clients can easily book time using the link provided. We are happy to meet by Zoom, phone or our office in Chicago starting in Summer 2021.
Click here to Access Emoney
Prospective clients can get started by providing information on your financial goals and current actions. Once complete the information can be used as a starting point at our initial consultation.
Start Online Profile
Use the link above to securely share financial information, files and contact information. This information is needed to provide detailed financial advice. Like your doctor or personal trainer, we need detailed information on your current condition before we can provide advice, recommendations and courses of action to support, improve or impact your desired outcomes & goals.
We provide all clients a visually compelling way to see and understand their investment risk.
Seeing Risk Video
Click here to complete your investment risk profile
How do you see investment risk? What is your emotional capacity for loss? What is your financial capacity for loss? Complete a risk profile questionnaire to support conversations and advice on investing.
Understanding your income and expenses is the foundation of a good financial plan. Less than 40% of American households have a budget. Use the link below or excel spreadsheet provided to get started. It's ok if it isn't perfect or you are unsure of your spending. We will help you figure it.
Maybe you prefer an excel spreadsheet to start building your budget. Use the link to an excel document you can use to start building a budget. You can upload a completed copy to your online vault in Emoney or send it to us via secure email prior to our meeting.
Below you will find a few examples of the type of work we do and for who we seek to serve.
Student Loan Repayment Strategies
First Time Home Buyer Strategy
Employee Benefits Selection
Investing: How to get started
Employer Retirement Plan Strategy
Combining Finances Coaching
Home Buying Strategy
Financially Planning for a Child
Financially Planning for Aging Parents
Advanced Budgeting Strategies
Investing for Retirement
Investing for Educational Expenses
Life Insurance Selection
Disability Insurance Selection
Estate Planning & Account Titling
Retirement Income Estimates
Retirement Income Planning
Long Term Care Planning
Advanced Tax Strategies
Advanced Estate Planning
Private Banking and Borrowing Strategies
Tax Managed Investing
Buy - Sell Agreement Funding Strategies
Deferred Compensation Strategies
Retirement Plan Selection and Implementation
Planning for liquidity event / business sale or transition