Focused Review

The Focused Review Service is designed to assist you with advice regarding a specific situation for which you seek guidance. This could include a purchase analysis, dealing with an inheritance, evaluating an insurance need, advice on a specific investment or addressing one of the many other financial issues that arise in all of our lives from time to time.

Lack of time, expertise or personal comfort with some important financial decisions can sometimes lead to default or less than ideal conclusions. We strive to provide an appropriate analytical framework for the issue and offer reasoned recommendations for a plan of action.

Since financial issues can vary widely, a specific fee and time estimate for this service would be provided following an initial consultation which would identify the customized scope of the services to be provided.

Do not hesitate to contact us for more information about our focused financial review services in the Chicago, IL area.