Please note, that while we continue to work with current and past clients in our Chicago office, we are only taking new clients on a limited basis through referrals. Therefore, unless you have a referral, we suggest you check the Garrett Planning Network to find other fee-only, hourly financial planners in the Chicago area that may be able to serve your immediate needs.

If you have a referral and are ready to get started, we can schedule a Get Acquainted Teleconference. This gives us a chance to see if we are a “good fit” and review which services are appropriate for your situation. You can arrange a Get Acquainted Teleconference by booking online, calling us at 312-528-9077 or sending an email request. We look forward to talking with you.