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By filling out the form below, we understand that you are ready to talk specifics and find the best possible college experience for your student. Our team will be in touch with you within 2 business days. We can't wait to get started.

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Educational Consultants
1001 Ogden Ave.
Suite 204
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

We gladly use video conferencing for clients who are unable to meet in person.

Lisa M. Christie, CFS (Certified Funds Specialist), is an Independent Financial Advisor.  She is fully licensed and has been in the business for 28 years.  She and her business partner have their own practice, L & M Financial Services, Inc., providing well rounded financial planning that examines your total financial picture. We work with Life, Health, Disability, Long Term Care insurance as well as Investment planning for College Funding and Retirement Planning.  L & M was nominated for Small Business of the Year for 2015 & 2016 by the Hoffman Estates Chamber of Commerce.

I’m here to answer any questions you might have about the financial aspects of getting into a great college program. Feel free to contact me using any of the following methods:

Complimentary Consultation: Click here to schedule

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