Schedule a Call with Robert Lopez, CFP®

Will I be speaking directly with Robert Lopez, CFP®?

Yes. Every introductory call is with Robert Lopez, CFP®. You’ll speak directly with the advisor who would be working with you, not a sales team or assistant.

Is there any cost or obligation?

No. The call is complimentary and there’s no obligation to move forward. Sometimes we’re a great fit. Sometimes we’re not. Either way, you’ll leave with a little more clarity than you started with.

Do I need to prepare anything before the call?

Nope. No paperwork, account statements, or homework required. Just bring whatever questions are on your mind.

What happens after the call?

If it seems like I can help, I’ll explain how I work and what the next steps would look like. If not, that’s okay too. The goal is simply to see whether the conversation makes sense to continue.

Can I work with a financial advisor if I only have one question?

That’s perfectly fine. Not everyone needs an ongoing advisory relationship. Sometimes people just want a second opinion or help thinking through an important decision.

What does a financial advisor actually help with?

Financial planning goes beyond investments. A financial advisor can help with retirement planning, investment management, tax planning, insurance reviews, estate planning, cash flow decisions, and many of the financial questions that come with real life.

How much does financial planning cost?

That depends on the type of help you’re looking for. Some people need advice on a specific issue, while others want ongoing guidance and support. Stonevale Wealth Advisors offers both hourly financial planning and ongoing full-service planning. We can discuss the options during our conversation and determine what makes the most sense for your situation.

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Do you work with clients in Chicago and the surrounding area?

Yes. Stonevale Wealth Advisors is based in Chicago and works with clients throughout the city and surrounding communities, as well as clients across the country through virtual meetings.

Do you work with clients outside Illinois?

Yes. While Stonevale Wealth Advisors is based in Illinois, many clients work with us virtually from across the country through phone and video meetings.

A quick call to see if this makes sense.

A Few Questions You Might Have