Our Commitment to You
Chartered Financial Services will work with you and your other advisors, as applicable, to formulate a detailed financial plan that is tailored to you and your needs. The process can offer clarity on your personal finances, your future needs and desires, the impact of each need on the other, and how decisions can affect you and your future. A detailed written financial plan will be created that includes strategies and recommendations to help achieve your goals and Nina, CFP®, CLU®, ChFC®, RICP®, CLTC, will assist and monitor the implementation of these strategies. Planning focuses on identifying what is most important to you and tries to find ways to have your life paint the financial picture you want it to be. Nina is a financial planner who will take you by the hand and coordinate the financial planning pieces and strategies to help best achieve your desired goals.