We strive to make the complex simple.
The Charpentier Wealth Strategies approach is based on understanding your objectives. We provide fee-based customized financial services to deliver a comprehensive financial plan based on your objectives. Our focus is to help you create a plan that will allow you to live the life you want now while also planning for your future.
Step 1
During our first meeting, we’ll sit down with a cup of coffee and get to know each other. The purpose of this meeting is to determine if I can provide value to your financial planning and make sure we’re a good fit. Part of our discussion will include a fun exercise that helps determine your goals and values. You’ll walk away knowing more about yourself than you did when you walked in!
What you WON’T need at this meeting:
- All of your financial paperwork.
- Knowledge of all of your investments.
- Your tax returns.
- Your partner or spouse if you keep separate accounts.
Step 2
At this point, we’ve decided to work together and it’s time to get started!
I’ll send you a checklist with things to bring to our next meeting like:
- Tax return
- Mortgage statement
- Bank account
- Any financial documents that you have questions about.
Here’s a big fear many people have: You’re going to sit down at this meeting and I’m going to immediately put you on a budget. I’m not.
Instead, we’re going to talk about what you plan to spend so that we can help create the future you envision.
Step 3
At this point, we’re answering the question, “Why are we here? What brought you to working with a financial planner in the first place?”
We’re taking the information you’ve provided us with and putting it into a clear format that we’ll go over together. The purpose of this meeting is to confirm that we have a complete understanding of what you’ve shared with us so that we can move forward with your goals.
Step 4
Now it’s time to take action! We’re wrapping up your plan and discussing what steps you can take to start moving forward.
- We’ll show you areas that could be adjusted to give you the potential results you’re looking for.
- We’ll discuss any changes you might want to implement.
- We’ll outline the next steps you can take immediately that will help you move toward your goals.
Financial planning isn’t just about numbers – it’s also about accountability and support. As you move forward with taking these next steps, we’re here to help you and answer your questions.