Financial Planning & Investment Services
A Plan with Purpose
At Chatterton & Associates, we know you want to be a confident steward of your wealth. But when it comes to managing your finances, there’s no shortage of opinions, and sorting through all the conflicting information can leave you feeling overwhelmed and uncertain.
We believe you deserve a clear, personalized plan that helps you create a fulfilling lifestyle and a legacy that reflects your values.
Finances can feel complicated. That’s why we bring decades of experience helping people just like you simplify the process and move forward with clarity and confidence.
Strategic Guidance for Your Financial Journey
Our team includes experienced professionals in wealth management, retirement planning, tax planning, and estate planning who provide personalized, insightful guidance. If you’re looking to begin your financial planning journey, we’re here for you. Contact us today.
Meet with a trusted CFP®
We start by getting to know you, your goals, and what matters most.
(Please see our disclosure for more information about this certification.)
Develop a personalized financial plan
You’ll receive strategies tailored to your unique needs and aspirations.
Get ongoing guidance and support
We implement your plan and walk alongside you and your family for the years ahead.
How Can We Help You Where You Are Today?
Investment Portfolio
Management
We consistently monitor your investments and provide investment advice.
Risk Management & Asset
Protection
We help guide you in reviewing your coverage to make sure you are properly covered and not spending more on insurance than you need to.
Cash Flow Analysis &
Budgeting
We will make sense of where your money is going now – and where it should be going to provide for your future. With advanced modeling and retirement planning software, we help you realize your financial goals.
Chatterton’s Commitment
We are one call away
We believe consistent, proactive check-ins (often more frequent than what’s typical in the industry) help clients stay confident and informed.
We regularly review your tax returns and perform a tax projection at year end.
We operate on a Fiduciary Standard, which means we put your best interests first.
We're here when you need us
Frequently Asked Questions
What is included in financial planning services?
Financial planning services may include investment management, retirement planning, tax planning, risk management, cash flow analysis, estate planning coordination, and long-term wealth strategies designed to help you pursue your financial goals with confidence.
How can investment management help grow my wealth?
Professional investment management helps align your portfolio with your financial goals, risk tolerance, and time horizon while providing ongoing monitoring and adjustments as markets and life circumstances change.
How often should my financial plan be reviewed?
Financial plans should be reviewed regularly, especially during major life events, market changes, retirement transitions, or tax law updates. Ongoing reviews help ensure your plan stays aligned with your goals.
What should I expect during my first financial planning meeting?
Your first meeting – called a Proactive Financial Review – is an opportunity to discuss your financial goals, concerns, priorities, and current financial situation. The Chatterton team will learn more about your needs and explain potential strategies and next steps. Feel free to call us at 714-572-2050 or fill out our online contact form!
What is a fiduciary financial advisor?
A fiduciary financial advisor is legally and ethically obligated to act in the client’s best interests when providing financial advice and recommendations. As a fiduciary, Chatterton & Associates is committed to putting clients first, providing objective guidance, and recommending strategies designed to help clients achieve their unique financial goals.
What areas do you serve?
Chatterton & Associates serves clients throughout Orange County and across the United States. Through both in-person and virtual meetings, our team provides comprehensive financial planning and investment management services to individuals, families, retirees, and business owners nationwide.
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