Getting Started

We begin with a brief telephone conversation to discuss your general questions and to schedule an initial appointment with Jennifer Sanchez.  We can be contacted at 630-219-3315 or via email at  We request potential clients to complete a brief client profile to facilitate our initial meeting.  Appointments can be scheduled at our Warrenville or Schaumburg meeting locations.

This initial appointment typically lasts one hour, during which we present a sample Comprehensive Plan and discuss your specific financial concerns.  There is no charge for this appointment, nor is there a need to bring copies of personal documents.  At the end of the appointment, Jennifer will provide you with a specific quote for your planning and explain the next steps to move forward in the process.