Contact
Tell us what's taking too much of your time.
Thirty minutes with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President. He reads every note himself.
Monday to Friday. You'll get a person.
105 W. Jackson, Suite 3Naperville, IL 60540
Introducing a client? Use the advisor form. A family matter? Family offices.
What happens next
Chris reads your note himself and replies within one business day, usually with two or three times to talk. The first conversation is thirty minutes: what's going on, what prompted the call, and whether we're likely to be useful. No obligation, no follow-up sequence, and if we're not the right fit, he'll say so and often point you somewhere better.