What do you want to do in your lifetime? What goals do you want to achieve?  We use a strategy called The Financial Road Map®, which uses Values-Based Financial Planning™ to figure out what money means to you.

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Does it mean a new car or house?  More time to spend with the family or on your hobbies?  Every persons' meaning is different and, by figuring out what drives you, we can start to make a plan to reach your personable goals. Where do you want to be in five, ten and fifteen years? 

A plan cannot exist without an objective, and your Financial Plan is no different. The effectiveness of the plan that we develop with you will be determined directly by your willingness to do what is necessary to achieve the results that you desire. Understanding your values, and the reality of fulfilling them, provides the impetus to do what is needed.

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Your answers to the question ‘What’s Important About Money To You?’ represent your values, the things that really matter to you as a person. A truly effective financial strategy will be harmonious with your values, and experiencing your values is the payoff resulting from a properly thought-out and executed Financial Plan. Want to find out more?

CHESTERTON HOUSE