To get started:
- Schedule a complimentary Get Acquainted Teleconference. This call gives us a chance to see if we would work well together and determine which services are appropriate for your situation. You can arrange a Get Acquainted Teleconference by booking on-line, calling us at 312-528-9077 or sending a request on our Contact Us page.
- Prior to the Get Acquainted Teleconference, we will send you some background information and a copy of our Privacy Policy. We also suggest that you review this website so you can begin to learn more about us.
- During the Get Acquainted Teleconference, we will discuss your situation, the services you are seeking and we will review with you our philosophy, process, and fee structure. We do not provide financial advice or recommendations during this call. The call usually lasts 30 to 45 minutes.
- If we both believe we are an appropriate fit, we can determine if the next step should be a Financial Foundations Engagement or an On-the-Spot Advice Session.
We look forward to talking with you!