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