Financial planning is more than just balancing your bank account or choosing the right investments. A comprehensive financial plan looks at all aspects of your financial situation and how it might evolve to meet your life goals. A good financial plan puts you in control, increases your confidence and reduces anxiety. Chalten advises clients to plan well, check progress periodically, but otherwise don't worry! If you plan well, you can better enjoy the day to day of life’s journey without constantly worrying about the future. Chalten Fee-Only Advisors offers financial planning in Vancouver. We help people achieve their life goals by getting them to better understand if and how their financial situation is evolving to align with what they desire. Helping people achieve their goals has been our driving force since day one. Our locations in Downtown and the North Shore allow us to offer financial planning in Vancouver as local, trusted advisors. Here are some life goals we hear:
Common elements of a financial plan might include some or all of the following:
Financial planning is often provided as a free add-on to the purchase of investment funds, securities or insurance products. It is not free, likely overly focused on investments and certainly not independent. You need an independent financial plan that puts your best interest first. How We Work TogetherIf you’d like to work together with us to develop a comprehensive financial plan, then please expect the following steps:
In addition to helping you create and execute a comprehensive financial plan, Chalten can also help with more specific one-off issues such as business planning, education tuition planning, home rental vs. buy decision, retirement and pension decisions. Furthermore, if you’re choosing to implement your own investment plan but just want some periodic guidance and help, you may want to retain some of our time for a periodic check-up. |
We help you feel empowered, confident and in control.We provide independent and fairly priced advice.Our only source of compensation is directly from you.A good financial plan will increase your confidence.We employ an evidence based approach to investing.Our approach contrasts that of many advisor services. |
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