• What We Do

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. [More]

    What We Do
  • How We Help

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. [More]

    How We Help
  • Who We Help

    Worried about your money and your future retirement? You want to make the right decisions when it comes to your financials and your family. You know it’s important but don’t get around to it. [More]

    Who We Help

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My daily postings will now be published as a summary on my blog on Saturdays. Look for a link here each week. ... See MoreSee Less

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How I got a good price on a new car.

Earlier this summer I purchased a new replacement car for 10% below MSRP on car that had only been in show rooms for just over a month or so. I had previously narrowed down the desired specific model and color. Then I researched the availability at local dealers through a number of different websites including the manufacturer's and iseecars.com. I used to the Costco car buying service and the Consumer Reports car buying service (administered by trucar.com) to initiate contact with dealers. About eight dealerships contacted me. I requested their drive away price including all taxes and tags with no trade in to be considered. As dealers started sending me numbers, it was clear which dealers where treating me well and which gave me good pricing. If a dealership said I would have to come in for the best price they were off my list. Via email and sometimes phone calls, I challenged dealers to see whom could meet the pricing of the most recent lowest price from another dealer till I reach a price that seemed reasonable based upon price researching. I took proof of the best price offer to the dealer that had serviced my old car as I was happy with their service department. They agreed to the price and we shook hands. I am very happy with the purchase and will use the same technique in the future as it saved me about several thousand dollars in the price of the car and the nearly 10% sales tax. ... See MoreSee Less

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Orland Park, Palos Heights, surrounding Chicago suburbs and beyond.
Meetings Exclusively by Appointment. Face-to-Face meetings conducted in Palos Heights.

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