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.
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:
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:
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.
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.
Now it’s time to take action! We’re wrapping up your plan and discussing what steps you can take to start moving forward.
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.