Broker Check

Our Process

How We Work

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.   

Our Process

Prospective clients can easily book time using the link provided.  We are happy to meet by Zoom, phone or our office in Chicago.  No cost or obligation.  

Schedule a Meeting

Client 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.  

Profile Set up

Start Financial Planning

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.   

emoney- Let's get started

Investment Risk Profile

We provide all clients a visually compelling way to see and understand their investment risk. 

Seeing Risk Video

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. 

Riskalyze

Financial Wellness

Why is money important to you?  What is motivating you to seek financial advice?  Describe your first meaningful experience with money?  What do you want to accomplish in the next 5 years?  What do you want to accomplish in the next 5 months?  What are you looking for in an advisor?  We want to make sure we are a good fit for your needs and objectives, understanding how you got to where you are today.  

Financial Wellness Assessment

Budgeting & Cash Flows

Understanding your income and expenses is the foundation of a good financial plan.   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.  

Profile Set up

Start Financial Planning

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. 

Budgeting - Microsoft

Investment Risk Profile

We provide all clients a visually compelling way to see and understand their investment risk. 

Seeing Risk Video

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. 

Riskalyze