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Caring for our relationships begins the moment we meet.

What is a Proactive Financial Review? Not your average "meet and greet"

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.

This includes, but is not limited to, the detailed review of the following items by a
fiduciary-based Financial Planner: 


Understanding your hopes and dreams

Understanding your fears and concerns

Retirement distribution planning outlook

Your Cash-flow needs while working and/or for retirement

Discussion on how you can best plan to fund your appropriate retirement

Detailed discussion of your 1040 tax return

Possible tax reduction planning opportunities

Possible future tax threats

Any current living trust/will and associated documents

Family inheritance planning

The titling of any investment, IRA, Roth IRA, 401k, annuity, brokerage, etc. accounts

Your investment allocation

Your overall investment risk

Your investment holdings

Your homeowner's insurance policy

Any life insurance policies

Your happiness, your financial future, and your trust in us are our highest priorities.


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