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Our Fee-based Planning Process

We focus on:

  • Clarifying, quantifying and identifying your goals to provide a life that has meaning, joy and financial stability.
  • Gathering information to assist in making educated and informed decisions.
  • Establishing critical assumptions for your plan.
  • Finding the most appropriate and effective tools to use to implement your strategy.
  • Identifying your expectations for loved ones in the event of a premature death, disability or long term care event.
  • Creating a financial plan that provides strategies to pursue identified goals, including solutions to hidden risks.
  • Re-prioritizing, if necessary.
  • Meeting with your family members, executors and other advisors to discuss your financial plan, as you desire, for a coordinated strategy.
  • Periodically updating your financial plan to help make adjustments due to our ever changing environment, lives and desires.

Call Chartered Financial Services in Warren New Jersey today at 800-549-6007 to learn more about our fee-based financial planning process or contact us if you have any additional questions.