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Three Financial Management Teams.


One Path Forward.

1st Appointment Packet

The Most Important Items to Bring to Your Appointment:

Tax Returns

  • Your Most Recent Tax Return

Estate Planning Documents

  • Trust
  • Will
  • Durable Power of Attorney

To get the most out of your 1st appointment, Download, Print, and Fill out the First Appointment Packet prior to your visit.

Download & Print

What to Expect

90-minute review

1

Discovery

Share your hopes, goals and fears, and help us understand what you’d like to improve and what you are most concerned about both now and in the future.

2

Risk Assessment

By bringing in your investments and account statements, along with your tax return, we can analyze and discuss your current risks and potential opportunities, from every vantage point of your overall 

financial well-being.

3

Economy & Markets

We will discuss and answer any questions you may have about the current markets and economy, how it may or may not affect you and potential ways to be prepared for the future.

Why Chatterton?

Some financial planners only care when you have money to invest, or only when you need to buy investment products. We pledge to be there in good times and in bad; in exciting times, and in challenging times. When you need us, we will be there for you, your family and your future legacy.

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