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Financial Planning and Services

What is Financial Planning?

Making large financial decisions can be overwhelming, and planning them out alone can be a monumental task. When it comes to planning for college, retirement, and investment, many prefer knowing that they are in the hands of a well-trained, educated professional to help them preserve their assets and resources. A financial planner can help set and achieve future goals by guiding clients through carefully evaluated financial decisions. Here at Chatterton & Associates, we can help with just that.

How Do We Do it?

We strive to enrich the lives of others by assisting them on their journey towards financial success. We work with clients to create, preserve, and transfer their wealth from every aspect of their lives. We give our clients the tools they need to reach their financial goals beginning with an in-depth analysis of their financial well-being. This analysis gives us a better understanding of what we may be able to help them with during the duration of our professional relationship. After the plan is developed and put into place, we integrate it into a client’s investment, trust, and tax accounts. Client progress is tracked to help us visualize goals and make adjustments along the way.

Types of Financial Planning Services

We offer a comprehensive list of services that we can use to help clients address their unique financial needs and plan for the future. There is no universal approach to financial planning, so we provide a fully customizable approach to all of our planning services.

  • Cash-flow and spending policy
  • Financial advice 
  • Retirement planning
  • Budgeting
  • College education planning
  • Estate planning
  • Investment management
  • Insurance planning
  • Tax planning
  • Charitable contributions
  • Legacy building

What is the Financial Planning Process?

The Chatterton financial planning process begins with an initial consultation and financial review. This gives us an opportunity to get to know you, your family, and your situation, while you learn more about us. We go above and beyond to learn what is important to you and how we can best help you reach your financial goals. We pride ourselves on maintaining collaborative and personalized relationships with our clients throughout our time working together. Depending on the complexities of your situation, our relationship can mean that we meet once a year or more.

Preparing for Your Appointment

Before we can begin, we will send you a questionnaire that will also list all of the items that you will need to bring to your appointment. This list may include contact information and documents provided to you by accountants, insurance agents, or estate attorneys. We take a holistic approach to financial planning, which means that we will work directly with these kinds of professionals to better understand the scope of your financial needs.

Working with Your Chatterton Financial Advisor

Whether you are in immediate need of financial planning; you have just experienced an unexpected life event; or you are seeking the opinion of a professional, our primary consultations are pressure-free and complementary. Here at Chatterton & Associates, we will guide you through the steps needed to secure the financial wellness of you and your family. Financial wellness plans must be individualized, which is why your Chatterton advisor will provide you with personalized advice that will give you the confidence you need to reach your future dreams and goals.

Build Your Future

Financial wellness is only a phone call away. Contact us today for a complimentary financial review to help proactively safeguard against market volatility.


The Team at Chatterton & Associates

Check the background of this firm/advisor on FINRA’s BrokerCheck.