Our Fee-based Planning Process
We focus on:
- Clarifying, quantifying and identifying your goals to help 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 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.