Special Topics - Financial Planning Page

  • Financial Planning

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    Financial Planning

    Personal Financial Planning

    Chatterton and Associates aims to enrich the lives of others. We do this by helping our clients create, preserve, and transfer wealth.

    More specifically, Chatterton strives to prepare their clients for financial success through an in-depth analysis of their overall financial well-being. This includes an extremely comprehensive approach to making recommendations on insurance planning, tax reduction planning, estate planning, investment management, and ongoing cash-flow/distribution strategizing.

    Every client has a plan that is unique to their financial needs. Chatterton does not emphasize a one-size fit- all approach, but rather a fully customized approach to investments, tax, and estate planning.

    What is the Financial Planning Process?

    Our initial consultation, or “proactive financial review”, begins with a very warm dialogue that simply allows you to get to know how we help people, and allows our financial planners to understand what is most important to you.

    Prior to your first appointment, we will send you a financial planning questionnaire that will also list all of the items to bring for your first appointment.

    Working with Your Financial Planning Advisor

    Whether you have an immediate need, experienced an unexpected life event, or are simply seeking the second opinion of an unbiased professional-come take advantage of our completely complimentary and pressure-free consultation. Come see if there are questions you may not have known to ask, and see if there are more proactive steps you can take towards securing your highest level of financial wellness.

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