- Feel unsure when making major financial decisions?
- Suspect you would feel relieved if you knew you won’t run out of money during retirement?
- Feel skeptical because so many advisors are hiding their true agenda?
- Wonder if a financial advisor will ever get where you’re coming from?

I specialize in helping clients feel calm, confident and in control of their finances. And because I don’t accept commissions, you can be sure that my advice is serving your money needs, not my own.
Located in the Lakeview neighborhood, I provide financial planning to clients in Chicago, IL and in other parts of the country, over the phone and Internet.
To explore this website, check out:
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And recently added:
Want to break up with your bank? See my recent blog post on how to make the process easier.
The latest Financial Focus includes:
Tax Smart Strategies
How to Get the Best Mortgage
Suggestions for Year-End Charitable Giving
Towheads, Bulls and Bears, Oh My!
Tempted to buy gold as a safe investment? Check out what I think...
Who isn’t trying to lower their stress? Check out two specific ideas how...
Nicole Rohr interviewed me for her article, “Five tips for avoiding advertising pressure online.”
Fee-only Financial Advisor in Chicago, Illinois | 773-404-9344