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 level of service to my clients I have decided to cap the number of clients I work with.
If a spot become available I will notify you in the order you joined the waitlist. I plan on updating individuals on the waitlist on a quarterly basis. 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