No pressure, no sales pitch — just an honest conversation about your financial goals and how we can help.
Fill out the form below and we'll reach out within one business day to confirm your appointment.
We know the first call with a financial advisor can feel intimidating. Here's exactly what to expect from us.
Absolutely. Our initial consultations are completely free and carry no obligation. We believe you should be able to have a meaningful conversation with a financial advisor before committing to anything — and we're confident that once you experience our approach, you'll want to continue.
Most initial consultations last 45–60 minutes. This gives us enough time to understand your situation thoroughly and share how we work, without rushing through something that's genuinely important to your financial future.
You don't need to prepare anything formal for your first conversation — we'll guide it. That said, if you have recent tax returns, a sense of your current savings and investment balances, and a list of your most pressing financial questions, those can help us have a more productive discussion. We'll provide a specific document checklist after scheduling if you'd like to come more prepared.
No. Our initial consultation is about listening and understanding your situation — not selling. We operate as fiduciaries, which means our recommendations are always based on your best interest, not on what generates the most revenue for us. You'll leave your first meeting with insights and clarity, not a sales presentation.
We accommodate both. Our Berwyn, IL office is available for in-person meetings, and we offer secure video consultations for clients who prefer to meet virtually. Many of our clients across the country meet with us exclusively online. We make the process work for your schedule and preferences.