Trust and empowerment every step of the way.
Wherever you are in your life, I’ll meet you there. It begins with a conversation. As I learn more about your financial picture, I’ll give you the recommendations, resources and support you’ll need to move confidently toward your future.
Let’s get to know one another.
Contact me however you’d like. You can email me directly to introduce yourself, or submit a form to give me a few basic details about who you are and what you’re looking for.
Of course, if you’re not quite ready to meet, you can always start building your financial knowledge right now with some light reading.
Meet at the time and in the place that works for you.
I’m available for in-person meetings in Chicago, or video calls via Skype or Google Hangouts—whatever makes you most comfortable.
During our initial meeting, we’ll discuss your values around money, as well as immediate and long-term goals. Then we’ll dive into your full financial picture to get a sense of where you are now and how we can get you where you want to be.
I’ll email you beforehand to let you know all the details and documents you should be prepared to share during our meeting
Make smart moves right away.
Depending on the service or program you’re interested in, I’ll compile my recommendations, written clearly and in plain English, and share them with you within 24 hours of our first meeting.
These usually include an action checklist to get you moving right away.
Reach out when you need me.
Clients who sign up for Comprehensive Financial Planning, have unlimited email access—any time you have a question or concern, let me know. I’ll be in touch within 24 business hours.
Check in on your progress.
Depending on the level of service you sign up for, we’ll regularly meet to review your financial plan and progress, investment allocations and discuss any significant changes in your life that may affect your finances so we can adjust accordingly.
As our relationship continues, your own financial knowledge and toolkit will expand, so over time you’ll develop the confidence and ability to make smart, strategic choices on your own, knowing you’ve got me for back-up any time.
Enjoy your life.
One of the many benefits of working with a financial planner is having the chance to regularly discuss and refine your vision for your life. My job is to help you make the right financial moves so you can achieve that vision and navigate any obstacles you might encounter along the way.
Good planning is a continual process, not a one-time event. And knowing that you have the right financial foundation helps give you the peace of mind that allows you to focus on the things most important to you.
That is why I love doing what I do—I help people like you live their best life.