Our Process
Intro Call – Approximately 20-30 minutes
Topics of Discussion:
Learn about you and your story
Discuss your planning needs and concerns
Clarify who we are and how we help our clients
Describe our process
Email confidential questionnaire
Initial Consultation – Approximately 60 to 90 minutes
Phone call or virtual meeting
Topics of Discussion:
Review your completed confidential questionnaire
Examine your goals
Categorize your needs and wants
Address any questions or concerns pertaining to the planning process
Discuss the costs associated with entering into a formal financial planning agreement
Plan/Design – Approximately 2-4 weeks
Now my team and I go to work! With a combination of our expertise, innovative technology, and resources, we design a plan that will fit your needs and guide you to your goals. We will remain in communication throughout this stage to provide updates and collect any additional information that is needed.
Strategy Session – Approximately 60 to 90 minutes
In Person or Virtual Meeting
Topics of Discussion:
Review your current financial situation versus where you would like to be based off you needs and goals
Analyze your cash flow and balance sheet
Present our observations and recommendations
Discuss your action items and dates of completion
Implement Strategy – Approximately 20 to 30 minutes
Phone call or virtual meeting
Topics of Discussion:
Answer any questions that arose from our strategy meeting
Explain the plan delivery process
Discuss next steps
On-going Review
We know a lot can change in a year, so we feel it is imperative to stay in contact and discuss any questions or changes that arise.
Phone call or virtual meeting
Topics of Discussion:
Job or income change
Major purchases or unexpected expenses
Employee Benefits
Investment accounts
Estate Planning
Our Location
2001 Butterfield Rd, Suite 800
Downers Grove, IL 60515