Paula R. ChesserCSA®

Personalized investing advice - that's what you can expect.  My process is carefully crafted to be client centered, comprehensive and designed to manage wealth as your needs and wants evolve over time.

Step One:  Getting to Know Each Other

Just like opening up a new puzzle, all the pieces are put on the table to contemplate.  My process begins with a conversation about you so I can obtain a clear understanding of all the pieces, where you are in your current life cycle, clarify what is important to you and your family.  Together, we review your current assets, tax situation, time horizon, liquidity issues, cash flow needs, education for children and grandchildren, disability and survivorship protection, estate planning and preservation of wealth. 

Step Two:  Putting the Pieces Together

After an in-depth analysis of your current situation and future aspirations, I research the best solutions to fit the puzzle pieces together and build a flexible action plan.  I apply principles of sound financial planning to develop an effective strategy while managing risk and volatility.

Step Three:  Implementing the Solutions

This step focuses on your personalized puzzle picture.  I will educate you about the solutions that best suit your financial situation, including account types, pricing alternatives and investment selections.  My goal is to cultivate knowledge and a sense of conviction surrounding your investment decisions.

Step Four:  Monitor and Review Results

I believe investment strategies should be monitored though an ongoing process.  I will communicate your progress via phone and in-person meetings.  I also encourage you to keep me informed as your puzzle picture changes so that I can make adjustments to your plan as needed due to any upcoming or pending Life Transitions. 

The earlier you start the Chesser Process, the earlier you can begin to build your future!