Our Mission
Our mission is to provide a customized approach to financial planning. We partner with our clients to help them achieve confidence and peace of mind on their path to financial wellness. We develop and actively maintain holistic financial and retirement plans for individuals, families, and businesses that are customized to address each client's specific needs, wants, and goals. We provide concierge service coupled with disciplined investment and risk management strategies. We treat our clients as if they were our own family, and strive to build lasting professional relationships based on trust and an exceptional client experience.
OUR PLANNING PRINCIPLES INCLUDE:
Habits → Prioritize your future and build disciplined financial habits.
Risk Management → Protect your income and assets from life's uncertainties.
Investing → Utilize diversification and asset allocation.
Taxes → Implement a plan that is grounded in tax diversification.
Distribution → Develop a plan for both income and growth.
We have a niche market in the technology sector and help our clients optimize their employer benefits and help develop an overall strategy for their stocks options, RSUs, ESPP, 401(k), and investment accounts.
We also work closely with the medical field and help our clients navigate their new financial decisions that occur when transitioning out of their residency and fellowship programs.
Chantel holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, Registered Employee Benefits Consultant (REBC®) designation, Chartered Financial Consultant (ChFC®) designation, Wealth Management Certified Professional (WMPC®), and Chartered Life Underwriter (CLU®) designation. I received my Bachelor's degree in Economics from the University of California, Los Angeles.
Media Mentions
In addition to helping our clients thrive, we strive to positively impact individuals across the country by educating them on the importance of financial planning, building a healthy relastionship with money, and effectively planning for the future. Chantel has spread this information through her appearances and features in Forbes, LIMRA, Women's Health Magazine, MarketWatch, Fox News, Bloomberg Radio, Cheddar TV, Hello Giggles, USA Today, and others.
