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We hand-pick specific investments based on your unique financial goals.

We determine the right mix of stocks, bonds and cash for your unique situation, needs and goals, then apply them to your portfolio.

As markets move and your needs change, we keep a careful eye and make necessary portfolio adjustments.

We present an at-a-glance view of your financial position by pulling your current financial information, assets and liabilities into a simple website and app.

After a detailed, human-to-human interview, we use your questions, concerns and values to create a dynamic financial plan and give you clear direction.

Whether your goals are elusive or you know them by rote, we work with you to fully understand and develop the basics (like retirement) and dive deep to add goals specific to your values and situation (like a future wedding or charitable bequest).

We continuously monitor your plan and update you on your progress at every meeting. That way we can celebrate and/or adjust as needed.

Money habits are often inherited. We help your children or inheritors learn how to responsibly handle wealth so that you can feel at ease about your legacy.

How close are you to being IGNITEd? We present a progress report at each meeting and help you chart your next steps towards Enlightened.

We work in tandem with either your existing insurance agent or one of our trusted partners to thoroughly vet your current coverage. We don’t accept commissions, so you can count on our unbiased analysis.

We work in tandem with either your existing insurance agent or one of our trusted partners to thoroughly vet your current coverage against your specific needs.

We collaborate with your current life/health insurance agent or one of our trusted partners to determine if LTC insurance or self-insuring better suit your needs, determine how much coverage is needed and the best policy for you. We don’t accept commissions, so you can count on our unbiased guidance.

Before you start racking up billable hours with an estate attorney, meet with us. We teach you the basics of estate planning and together, we answer the big questions and make the big plans to streamline and simplify your attorney meeting.

Did you know that the state of Illinois alone is holding more than $2.5billion of unclaimed property? We make sure you and your family knows and has what is rightfully yours.

We create a comprehensive review and summary data sheet of your existing annuity contracts. You’ll know what you are paying, what you are getting and what you should do for each annuity. We don’t accept commissions, so you can count on our unbiased guidance.

We work with you to create a smart, sustainable and behaviorally-focused approach to help you pay excess debt down as quickly as possible.

We provide a budget template or even professional help gathering and analyzing your records to get a better picture of where you stand today.

Together we assess and take inventory of all your values. We narrow in on what is most important to you, help you articulate it and use these values as the bedrock for every financial decision we face together.

Together, we identify the specific behavioral changes necessary to helping you achieve your goal. We connect regularly to hold you accountable to these changes and help you recognize any progress or roadblocks.

If needed, we connect you with a professional therapist for counseling to uncover the emotional root of your money problems and how to break bad habits.

If needed, we connect you with a professional therapist to work through any issues underlying your chronic money arguments with your partner.

We go above and beyond to unstick you when you feel stuck. Our trusted life coach partners work with you to discover and conquer your roadblocks.

If desired, we connect you with a professional career coach to help you realize your full earning potential, or give you the courage and confidence to take the next step.

You enjoy the hyper-personalized service of consistently working and building a relationship with your dedicated EmberHouse advisor.

We respond to all calls and communications within one business day. It’s our guarantee.

Your EmberHouse advisor will never have more than 50 households on their roster, so you always get the individualized attention and follow-up that you have come to expect.