FAQs

Our Ten Big Questions™

What do you do for a living?

Who do you do it for?

How do you do it?

Why are you in this business?

What are your services?

Why should I do business with you?

How Do I know I can trust you?

Why do you want me as a client?

How do you charge?

What can I expect when I become a client?


What do you do for a living?

Our small community of clients look to us as their personal Chief Financial Officer. We help them make smart choices about their money so they can accomplish their goals for the reasons that are most important to them.

Who do you do it for?

We specialize in assisting affluent make smart choices about their money so they can accomplish their goals for the reasons that are most important to them.

How do you do it?

We have a unique process. We begin with a conversation where you describe what's currently most important, you establish goals and you benchmark where you are now financially. The next step is to create a plan to take you from where you are now to where you want to be. Our goal is to establish a plan of action to make life easier and run smoother by establishing strategies and identifying resources to overcome obstacles. We're really life coaches that specialize in money.

Why are you in this business?

We are passionate in our belief that our unique process will have the effect upon our clients of:

• Reducing stress
• Increasing people's life-long financial security, and
• Enhance their overall peace-of-mind and happiness.

What are your services?

Our clients meet with us every four months, where we discuss their current progress towards their goals, helping you accomplish the things that are most important to you. We give you a step by step plan of action, we manage your money, we do your taxes, we review and create estate plans, we give advice on cash flow and getting out of debt, we advise you on the right types of insurance and what is the correct amount for your situation, and we give advice on how to overcome obstacles that are facing. At the end of the day, we give you a method of connecting all this with ways that will help you increase your overall peace-of-mind and happiness.

Why should I do business with you?

We're unique, we're proactive and we are passionate about what we do!

• We help people reduce stress, increase life-long financial security and enhance their overall peace-of-mind & happiness as they work to achieve their goals, one of which may be to make these decisions before they need care themselves.
• We are life coaches that specialize in money that help plan and implement a positive vision of your future.
• Our clients work with us because they can delegate to us an area of their life that is delegatable. By doing this, they are able to spend their time and energy in ways that are more meaningful to them. This allows them to have a heightened sense of satisfaction, less stress, and a more fulfilling life. In the end, they are able to do more of what makes them happy, because we are able to remove some of the burden of life from their shoulders.

How Do I know I can trust you?

The goal of our mutual discovery meeting is to complete your Financial Road-map™. We view the FRM as a gift of clarity which is useful to you. It helps you clarify some important things about your money, it can also be a great way for us to establish very quickly, together, if we can add value to your situation or not.

If after an hour, things seem like we can add value, it will be obvious to both of us. If we are not going to be of value to your situation, it will be obvious to both of us. Our process for that meeting is designed to determine if we can simplify your financial life and add huge value by giving you confidence that you can care for your parent and still implement a plan to create the greatest probability that you will accomplish your goals for the reasons that are most important to you. The primary goal of the meeting is for you to gain a tremendous amount of clarity about what needs to happen next; if there's a role for us, it will reveal itself during the course of the hour.

Why do you want me as a client?

Our Ideal Client Profile will tell you the client who receives the most benefit from us! But will we be able to work together? It depends... It will really depend on whether we both agree there's a fit in working together. We're highly selective about who we work with, which is why we limit the number of clients that we work with. We are passionate about helping people make good decisions and to do the things that will help them accomplish their goals. We work only with individuals in the Chicago area who are caring for an aging parent. Situations where we are convinced we can add huge value to by helping them make smart choices about their money so they can care for their aging parent while still focusing on accomplishing the other goals in their lives as well.

Is there a basis for doing business together? It seems like the next logical step would be to consider doing a mutual discovery meeting to better understand what you're doing and what you feel you need as well as what we do as well to determine if there might be a "fit" in working together. If there is, we can discuss it... if there's not, we might be in a good position to point you in the right direction.

How do you charge?

We charge a single simple fee which is a percentage for the assets under our management according to a schedule outlined in our Investment Advisory Agreement.

1.25% of the first million dollars
0.95% for the next two million (2-3m)
0.75% for the next two million (3-5m)
0. 70% thereafter

What can I expect when I become a client?

Check out our Ten Deliverables! We serve as the Personal Chief Financial Officer simplifying the lives of a small group of affluent clients in the Chicago Area who are worth $5M or more. We have passion about showing the families we work with how to make smart choices about their money so they can live their lifestyle independent from the business.