If you are serious about improving your financial life, develop a financial strategy. We’ve all heard the advice a million times: set goals, save, invest, create a sound financial plan. Great advice. All too often, we stick the plan in a drawer, pull it out every couple years and blow off the dust. Cross it off the to-do-list and move on with our lives.

What Are Strategy Review Meetings?

A strategy review meeting is exactly what it sounds like: a meeting focused entirely on strategy. What does your income tax strategy look like? Are you using Asset Location tax-minimization investment strategies? Are you taking maximum advantage of free money like employer-sponsored retirement plans and HSAs? Does your real estate strategy need to be adjusted? Is your small business taking advantage of applicable Tax Credits? Are you maximizing tax shelters?

Whether you want to learn the best strategies to align your finances with your values or ask about our pets. You can call us or use the message feature

Phone: (312) 883-2769

Location: Chicago, IL