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New Clients

The value in financial advice comes as the result of ongoing qualified discussions, conversations and thought 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 first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your financial behavior patterns and financial expectations.  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.   

Book a Meeting

Book a Meeting

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.  

Book a Meeting
Start Financial Planning

Start Financial Planning

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.   

Emoney - Let's Get Started
New Client Profile

New Client Profile

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.  

Profile Setup
Investment Risk Profile

Investment Risk Profile

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. 

What's your number?
Budgeting & Cash Flows

Budgeting & Cash Flows

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.  

Click here to start your budget
Budgeting - Microsoft

Budgeting - Microsoft

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 in Excel
<strong>Financial Planning for Emerging Professionals (Gen Y Gen Z)</strong> <strong></strong> <strong>Foundational Planning Phase</strong>

Financial Planning for Emerging Professionals (Gen Y Gen Z) Foundational Planning Phase

Student Loan Repayment Strategies 

First Time Home Buyer Strategy 

Budgeting Strategies 

Cash Strategy 

Employee Benefits Selection

Investing: How to get started 

Employer Retirement Plan Strategy 









Engagement Fee

First Year Requirement 3 - 5 meetings over 12 months 

First Year - $125 - $150 per month for 12 months 

Renewal Subscription - 1 - 3 meetings over 12 months 

Renwal Subscription - $50 - $75 per month 


Access to Emoney

Email & Text Reminders & Accountability 

Additional Support Access to Advisor by email and text

Access to Private Educational Events 

Learn more
<strong>Financial Planning for</strong><strong> </strong><strong>Families&#160;</strong>
<strong></strong>
<strong></strong>
<strong>Accelerate Wealth Planning Phase</strong>

Financial Planning for Families  Accelerate Wealth Planning Phase

Let's Get Started Plus:

Getting Married

Combining Finances Coaching

Home Buying Strategy 

Financially Planning for a Child 

Advanced Budgeting Strategies

Investing for Retirement

Investing for Educational Expenses 

Alternative Investments

Life Insurance Selection  

Disability Insurance Selection

Tax Strategies 

Estate Planning & Account Titling 



Engagement Fee

First Year Engagement Minimum 3 - 7 meetings over 12 months 

First Year Fee - $150 - $250 per month for 12 months 

Renewal Subscription Fee-  1 - 3 meetings over 12 months 

Renwal Subscription Fee - $50 - $125 per month 


Access to Emoney

Email & Text Reminders & Accountability 

Additional Support Access to Advisor by email and text

Access to Private Educational Events 


Learn more
<b>Financial Planning for Pre Retirement&#160;and Retired</b>
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<b>Ending Accumulation and Starting Decumulation Phase</b>

Financial Planning for Pre Retirement and Retired Ending Accumulation and Starting Decumulation Phase

Family Financial Planning Plus: 

Retirement Income Estimates

Retirement Income Planning

Long Term Care Planning

Gifting Strategies 

Scenario Planning 

Advanced Tax Strategies 

Advanced Estate Planning








Engagement Fee

First Year Engagement Minimum 3 - 7 meetings over 12 months 

First Year Fee - $250 - $600 per month for 12 months 

Renewal Subscription Fee-  1 - 3 meetings over 12 months 

Renwal Subscription Fee - $150 - $300 per month 


Access to Emoney

Email & Text Reminders & Accountability 

Additional Support Access to Advisor by email and text

Access to Private Educational Events 

Learn more
<strong>Financial Planning for Business Owners</strong>
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<b>Specialized Planning Opportunities for Business Owners</b>

Financial Planning for Business Owners Specialized Planning Opportunities for Business Owners

Employee Benefits Selection

Private Banking and Borrowing Strategies

Tax Managed Investing

Estate Planning & Account Titling 

Buy - Sell Agreement Funding Strategies 

Deferred Compensation Strategies 

Retirement Plan Selection and Implementation 

Planning for liquidity event / business sale or transition 







Engagement 

First Year Requirement 4 - 7 meetings over 12 months 

First Year - $300 - $700 per month for 12 months 

Renewal Subscription - 2 - 4 meetings over 12 months 

Renwal Subscription - Determined by level of ongoing service required.  


Access to Emoney

Email & Text Reminders & Accountability 

Additional Support Access to Advisor by email and text

Private Educational Events for Business & Employees

Learn more