I’m a financial advisor and CFP® professional based in Chicago but work virtually with clients anywhere in the U.S.
I run a small, client-first practice. Smart financial advice at a fair price…without the suit.
The limited size ensures you get the time, attention, and support you deserve. The goal is to be an available resource to help educate, simplify, and guide you through the options around important financial decisions.
If I can help you with ongoing financial planning, investment management, or a portfolio review please fill out the form below to setup a free introductory consultation.
| Financial Planning * | $4,800/yr |
| Investment Management * | $6,400 if AUM is under $2M $7,900 if AUM is $2M to $4M |
| Portfolio Review | $900 |
* Investment management includes financial planning. Billed monthly or quarterly. Get a custom quote on AUM (Assets Under Management) over $4M.
Financial Planning
Financial planning is an ongoing process. It’s a simple roadmap for your money for things like retirement savings and income, tax strategies to optimize your finances now and in the future, and how to pass on your money to the next generation.
Your roadmap takes a snapshot of where you are now, where you want to be in the future, and creates a plan to get there. It also must be flexible enough to allow for changes. Your plan is reviewed regularly and adjusted as your life, goals, and laws change.
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Updated as Your Life Changes
Ongoing financial planning is available for the DIYer looking for advice only or clients who prefer to delegate more responsibility to their advisor.
Investment Management
Investing is a crucial part of building and preserving wealth. Investment portfolios should be simple, low-cost, and designed to survive whatever the market throws at us in the short run.
- Portfolio Personalized to Your Goals
- Simple, Cost-Effective Approach
- Tax Efficient Strategy
- Portfolio Rebalancing
- Monitor, Review, and Update as Needed
The process starts with an investment policy statement crafted with the above philosophy in mind. It’s a written framework for your portfolio based on your goals, time horizon, and risk tolerance to help you stick with it over time. Your portfolio is monitored, reviewed regularly, and adjusted, as needed, for any changes in your life.
Portfolio Review
The service is for anyone who wants a second opinion on their portfolio.
Before our meeting I collect and review information on your current portfolio allocation. The meeting consists of a one to two-hour discussion of your goals, asset allocation, rebalancing, contributions/distributions, tax considerations, and more with the goal of making your portfolio simpler, lower-cost, and more tax-efficient.
I’ll answer all your questions, and you’ll receive a written summary of the meeting and recommendations afterward.
Advisory Services offered through Core Planning, LLC, a Registered Investment Advisor — Disclosure.