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Free Consultation

I understand that deciding to work with a financial advisor is a big decision. 

That’s why I offer a free consultation. It’s an opportunity for you to learn more about comprehensive financial planning. You’ll also have the chance to evaluate me and decide if I’m the right fit for you or not.

The opportunity for me is that I have a chance to meet you and hear about your family’s financial concerns. I’ll be straight with you – I believe most families would benefit from having a comprehensive financial plan. I’d love the chance to tell you how it can benefit your family, specifically.

Take the First Step

– Book a time to meet below. We can meet in-person, over the phone, or virtually via video conference.

– After you book a meeting time, I’ll send you a short questionnaire. This asks you simple questions about you and what your key concerns are. It only takes a couple of minutes to fill out.

– After our meeting, I’ll send a short summary of what we talked about so you can make an informed decision on whether to move forward or not. There’s no obligation to have this free consultation. If you don’t want to work together, no problem.

I look forward to speaking to you soon!

If you have a quick question, you can call me at (224) 633-9290 or fill out the form below to send me an email.

CONTACT INFORMATION

Phone: 224-633-9290
[email protected]
21660 West Field Parkway, Suite 118 in Deer Park, IL
(Office Hours by Appointment Only)

Serving clients in local communities, such as Arlington Heights, Barrington, Buffalo Grove, Lake Zurich, Libertyville, and the Greater Chicagoland Area. We also provide virtual services to clients nationwide.

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