Three Financial Management Teams.
One Path Forward.
1st Appointment Packet
The Most Important Items to Bring to Your Appointment:
Account Statements
- Banks, savings & loans and credit unions
- Mutual fund and brokerage firms
- Insurance companies
- Employer savings plans & Retirement income sources
Tax Returns
- Your Most Recent Tax Return
Estate Planning Documents
- Trust
- Will
- Durable Power of Attorney
To get the most out of your first appointment, Download, Print, and fill out the First Appointment Packet prior to your visit.
What to Expect: 90-Minute Review
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.
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.
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
When life changes, you shouldn’t have to wonder if your financial advisor will be there. Many planners focus only on investments or products. We focus on you.
We walk alongside you, helping you protect what matters most and plan for the legacy you want to leave. No matter the circumstances, you can count on Chatterton to be in your corner.
Learn why so many clients trust the Chatterton Way.
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