Working Professionals
We offer Chicago wealth management services to working professionals: from doctors, to attorneys, to corporate professionals and entrepreneurs. The common theme is that Maple Street clients have the ability and desire to save and invest for the long-term.
Unlike many advisors, we don’t have a seven figure minimum because we enjoy working with younger clients to build wealth, not just manage it. It’s such an enjoyable and satisfying journey to help clients optimize their finances and investments to achieve their goals.
We are fortunate to count dentists, physicians, locum tenens, oral surgeons, attorneys in big law, boutique law, in-house, and corporate professionals as clients.
Want to See if We Can Help?
How it works
- A Conversation
We’ll discuss your current financial situation, your priorities, and your goals. We’ll ask questions and listen to your answers. It’s also an opportunity for you to ask questions about Maple Street Capital Advisors. - Thorough analysis
After our initial meeting, we’ll send you an Investment Management Agreement and a document needs list. If you sign the agreement, you will then upload information to your portal and we’ll review and work on your draft financial plan. - Draft financial plan and investment strategy
We’ll present your Draft Financial Plan with potential improvements. We’ll discuss and then agree on next steps. We’ll then use the information from the Draft Plan to define your financial objectives and select your investment strategy. - Implementation
Often, we’ll open investment accounts and begin implementation during the Draft Plan meeting. Over the next week or two, we’ll complete implementation after which you will have a consolidated view of your net worth and finances in real time in your dashboard and will have access to your investment accounts and analytics at Interactive Brokers, LLC. - Ongoing management Maple Street will invest your savings in accordance with your investment strategy. We will meet twice per year, or as things change, and ensure your finances and investments are optimized.