Caring For Our Relationships Begins The Moment We Meet
At Chatterton & Associates, every relationship begins with a private, one-on-one consultation we call a Proactive Financial Review, designed to understand your unique goals and help you take meaningful next steps.
The Confidence to Build Something Worthwhile
You want to leave a meaningful legacy. But how can you feel confident that what you’ve built will last and that it’s going to the right people, in the right way?
With so many moving parts – finances, taxes, business decisions, and family dynamics – it’s easy to feel overwhelmed or stuck. Conflicting advice only adds to the pressure, especially when your most purposeful years already feel all too short.
What is a Proactive Financial Review? Not Your Average Meet and Greet.
Our proactive financial review begins with a discovery meeting focused on you. We focus on exploring what you care about, what you are concerned about, and how we can possibly add value to your current situation and your future outlook. We work with you to uncover what you need and identify how we can guide you toward solving your problems and accomplishing your goals.
Areas of Focus
Retirement Planning
Tax Reduction Planning
Estate Planning
Investment Planning
Our Wealth Management Process
Discovery
Risk Assessment
Economy & Markets
A Well-Rounded Plan
We then set up a plan that is focused on the following:
Creating Wealth
We invest your money through proper asset allocation, portfolio design, investment manager selection, portfolio construction and management, tax management, risk management, all while trying to keep your costs fair.
Preserving Wealth
We believe in proactive relationships. Regular meetings can help ensure that no opportunities are missed and that your plan stays current with changes in your personal circumstances, the economy, tax laws, estate laws, and more.
Transferring Wealth
We have found that most beneficiaries feel that they have a responsibility to their parents to do the right thing—we assist in this process by helping surviving family members maintain the legacy of their loved ones, for generations to come.
Your happiness, your financial future, and your trust in us are our highest priorities.
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