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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"


Where Would You Like to Begin?

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

1

Discovery

We start by looking at your Investments, Taxes, Estate plan, Cash flow needs, and more. We listen to your hopes, fears and concerns.

2

Risk Assessment

Next we assess your investment risk tolerance and review your most recent tax return to uncover potential tax reduction opportunities.

3

Economy & Markets

Then, we look at today’s economy and market environment, and how that might impact your overall plan.

4

A well-rounded plan

We then set up a plan that is focused on the following:


create your wealth

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.

preserve your wealth

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.

transfer your wealth

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.

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



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