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Momentum Advanced Planning

Momentum Advanced Planning in Chicago, IL
55 West MonroeSuite 1650, Chicago, IL 60603

Contacts

Street address:
55 West MonroeSuite 1650

City / suburb:
Chicago

County:
Cook

State:
Illinois

ZIP code:
60603

Social networks:

E-mail:
amir@momentumap.com

GPS Longitude:
-87.6379547119141

GPS Latitude:
41.894100189209

Business description

How we work with clients

Discovery Through a complimentary consultation we ascertain your goals, objectives, and concerns (e.g. risk and taxes), set up a secure and confidential way for you to share information with us (e.g. estate planning diagram and tax returns), and extensively review that information. Design As a result of our analysis, we design a proposal. This proposal: a. Summarizes the challenges, concerns, and issues you shared with us initially and those we have discovered (NEEDS) b. Outlines our recommended solutions (PRODUCT MIX) c. Quantifies the benefits, costs, timeline to implement, and critical paths for each solution (PLAN OF ACTION) Implementation Upon retainer of Momentum Advanced Planning, we coordinate with our Advanced Planning Network and your advisory team to ensure timely implementat

General information

Business data
Estimated number of employees: 10 to 19
City / suburb: Chicago, IL
County: Cook
Products

consulting services

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More details about this business

According to our records, this business is located at 55 West MonroeSuite 1650 in Chicago (in Cook County), Illinois 60603, the location GPS coordinates are: 41.894100189209 (latitude), -87.6379547119141 (longitude). Momentum Advanced Planning is categorized under Marketing Consultants. The company employs approximately 10 to 19 people.
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