Schedule an Appointment
My initial meetings do not have a cost or obligation. I want to get to know you better and determine if we are mutually a good fit. You can see answers to other questions commonly asked by prospective clients here.
In addition to serving clients in Naperville, IL and greater DuPage County, I also work with clients across the continental U.S.
In an effort to provide the best possible services to my clients I have decided to cap my client number. As I am approaching that number I am initiating a soft close. This will enable me to start the process with you once I am sure I have room to accommodate you.
I have formed a waitlist that I can add your name to should a spot become available. I plan on updating individuals on the waitlist on a monthly basis. So should I find there to be more room available I will notify you and provide you with a link to schedule an introductory appointment.
I am full-service advisor and DO NOT offer hourly or one-time engagements