Our One-on-One Financial Planning Process

 We hope you’ll join us on the journey:

It all starts with trust. Our most important goal is to understand your needs so we can work towards them. Our strongest relationships have lasted since we founded Chaudron Financial, and that level of trust has given our clientele great confidence.

Let’s discuss your dreams, goals and needs so we can develop a clear vision of your financial future.

We’ll review important documents such as brokerage & bank statements, tax returns, insurance & retirement plans.

We’ll work together to understand your financial situation “big picture” & how different elements impact each other.

We’ll develop clearly defined financial planning recommendations that align with your goals and needs.

Once we propose specific financial solutions to help you pursue your goals, you’ll act to implement the plan.

Because your goals and needs evolve over time, it’s important to track your progress as part of a thorough, ongoing process.

At its best, working with Chaudron Financial becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.