Work with Us
Is Kenora a good match for your financial planning needs?
- Meet the team.
- Ask your questions.
- See what you think.
- No pressure. No sales pitches.
We look forward to meeting you!
Please give us a call at 847-257-7200 or fill out this form to schedule your free introductory meeting.
What to expect:
1. Your Discovery Meeting
You’ll meet with all three partners for a relaxed, thoughtful conversation. We’ll talk about your goals, your concerns, and what’s most important to you. You’ll have the opportunity to ask questions and decide if we’re a good fit.
2. Follow-Up and Education
There’s no rush or pressure. We may invite you to a client dinner, suggest an upcoming class, or send along some educational materials. We want you to feel completely comfortable and fully informed.
3. Review of Your Financials
If you decide to move forward, we’ll take a deeper look at your financial documents (like tax returns, investment accounts, and balance sheets) and offer you personalized guidance to help you reach your goals.
4. Decision to Work with Us
When you’re ready, we’ll guide you through the onboarding process step-by-step. From transferring accounts to organizing paperwork, we handle the logistics and keep you informed.
Ongoing Support On Your Terms
Once your plan is in place, there’s no formal review schedule. You can reach out whenever you’d like to meet — many clients check in annually, while others touch base around tax season or during major life events. We’re always here when you need us.
You might be wondering...
Is the first meeting free?
Yes. Your initial consultation is complimentary. It’s a chance for us to learn about your goals, walk through your situation, and see if we’re the right fit — no pressure, no obligation.
How difficult will it be to move my accounts over to Kenora?
It’s simpler than most people expect. We handle the transfer process for you, coordinating directly with your current custodian so your investments move securely and without disruption. You’ll have clear guidance on what to expect, and we’ll make sure you always know where things stand.
What does working with you look like after I sign on?
You’ll have direct access to our full team. We review your plan regularly, but we’re also here whenever you have questions — whether it’s a big life decision, a tax-related issue, or just a quick check-in. You’ll never be left wondering where things stand.
Do I have to live nearby to work with you?
No. While many clients are local to Chicagoland, we also work with people outside the area through phone and video meetings. What matters most is fit, not proximity.
When is the best time to start working with you?
Many of our clients come to us 5–15 years before they want to retire. This is the best time to optimize your plan — while you’re still earning and saving. We’ll help you structure your accounts, taxes, and strategy so you can move toward early retirement with confidence.
How much does it cost to work with you?
We’re a fee-only fiduciary, which means we’re paid directly by our clients — not by commissions or product sales. Our fees are based on assets under management, using a simple tiered fee schedule where percentage rates decrease as your portfolio grows. We’ll walk you through the details upfront so you can understand what you’re paying and why.