At Chatterton & Associates, any potential relationship begins with a private, one-on-one professional consultation that we call a Proactive Financial Review. We tailor a completely unbiased, non-threatening, complimentary discovery meeting that covers some of the most important decisions in your financial life.
How It Works
Discovery
We start by looking at your Investments, Taxes, Estate plan, Cash flow needs, and more. We listen to your hopes, fears and concerns.
Risk Assessment
Next we assess your investment risk tolerance and review your most recent tax return to uncover potential tax reduction opportunities.
Economy & Markets
Then, we look at today’s economy and market environment, and how that might impact your overall plan.
A well-rounded plan
We then set up a plan that is focused on the following:
Creating Wealth
We invest your money through proper asset allocation, portfolio design, investment manager selection, portfolio construction and management, tax management, risk management, all while trying to keep your costs fair.
Preserving Wealth
We believe in proactive relationships and regular meetings to ensure there are no opportunities being missed, or updates not being made due to changes with your personal circumstance, the economy, tax laws, estate laws, etc.
Transferring Wealth
We have found that most beneficiaries feel that they have a responsibility to their parents to do the right thing—we assist in this process by helping surviving family members maintain the legacy of their loved ones, for generations to come.