A meaningful and productive approach to holistic financial planning starts with effective communication.
As a process-driven and detail-oriented firm, we feel it is important to work towards a mutual understanding of your expectations, needs, and goals.
Here, we'll explore the function and importance of financial planning along with subscription options for ongoing guidance and coaching.
We use expansive experience to apply a toolkit of resources, market research, and an unbiased bird's eye view of your financial health to develop an ongoing plan that fits your lifestyle.
To simplify the process, we divide your plan into digestible pieces and hold regular meetings to ensure you are on track to meet your goals. These ongoing check-ins support consistent plan implementation and help to facilitate an allied environment of overall accountability for both advisor and client.
Your finances, life events, general market performances, and industry regulations are perpetually changing, so it is important to address/review every part of your financial plan at least once every three years.
This deep dive, paired with your regular financial planning meetings, helps you, your financial advisor, and any legal or tax professionals to maintain an up-to-date, comprehensive understanding of your financial roadmap.
Chastain Park Capital Partners, LLC offers two subscription plans to select from, providing you with the autonomy to choose the level of ongoing service and support from your financial advisor. For more details, including pricing, request our subscription ebrochure by filling out the form at the bottom of the page or emailing email@example.com.
To gain a deeper understanding of your subscription plan options, read the sample investor profiles* provided below.
James is in the earlier years of building his investment portfolio. He has a Roth IRA and a small 401(k) to roll over from his last job.
He wants to ensure he is on the right financial path as he begins a new job, so the Essentials Plan level fits his needs for this life stage.
Lilly is the COO for a large conglomerate, and has a wide-ranging portfolio made up of mutual funds and alternative investments.
She is particularly interested in stock options and alternative investments, and seeks advanced financial planning through the Premier Plan level.
Frank has built a successful law firm and is in the final stages of succession planning so he can retire within the next year.
He is interested in safeguarding his hard-earned assets and learning more about tax-advantaged strategies at the Premier Plan level.
Elizabeth is a newly-retired business owner who seeks ongoing financial planning, plus tax and RMD strategic guidance.
She wants to make estate arrangements for part of her assets to go to charity. WIth this more complex approach, she will receive service at the Premier Plan level.
The individuals and situations depicted here are hypothetical only, and do not represent the actual performance of any particular investments or strategy. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
eMoney software provides a full toolbox of financial tools for investors, along with the capability to view your entire financial picture in one place.
Features of this platform include:
1 In coordination with your C.P.A.
2 In coordination with your estate attorney; please consult legal or tax professionals for specific information regarding your individual situation
3 Web-based tool designed to help you strategically allocate your 401(k), 403(b), or 457 plan; utilizes HCM-BuyLine®️, stoploss protection strategies through Nobel award-winning algorithm. The HCM Optimized Trend Indicator (“OTI”) also known as the HCM-Buyline® Illustrator is a tool developed by Howard Capital Management, Inc. Howard Capital Management is an independent firm and has no affiliation with Chastain Park Capital Partners, LLC or Cetera Advisors LLC.
4 Annual ID checkup is proprietary analysis by former law enforcement experts; conducts most in-depth US-based identity monitoring analysis of fraud detection allowable by law
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.