The first step is an initial inquiry from you. Call us at (847) 330-0005 or send an email. We offer an initial no-cost, no-obligation Get Acquainted Meeting in one of our offices. Appointments are scheduled based on availability. Expanded office hours are available to accommodate special needs or emergency situations. Should you decide to engage our services, we can discuss your needs and which of our services is appropriate for you. Most clients find the financial planning process to be stimulating and enlightening. The end result, of course, is greater peace of mind. We look forward to helping YOU build a brighter financial future!