Caring For Our Relationships Begins The Moment We Meet
At Chatterton & Associates, any potential relationship begins with a private, one-on-one professional consultation that we call a Proactive Financial Review.
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
Our Wealth Management Process
We start by looking at your Investments, Taxes, Estate plan, Cash flow needs, and more. We listen to your hopes, fears and concerns.
Next we assess your investment risk tolerance and review your most recent tax return to uncover potential tax reduction opportunities.
Economy & Markets
Then, we look at today’s economy and market environment, and how that might impact your overall plan.
A Well-Rounded Plan
We then set up a plan that is focused on the following:
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.
We believe in proactive relationships and regular meetings to ensure there are no opportunities being missed, or updates not being made due to changes with your personal circumstance, the economy, tax laws, estate laws, etc.
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.