We strive to make the complex simple. Our financial planning process provides comprehensive cross-disciplinary advice, precise execution and high quality personalized service.
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 the plan that’s right for you.
Step 1 - Engage
Our process begins with a series of questions to determine your financial planning needs and goals. We offer you a complimentary initial consultation with a financial planner to understand your unique situation and demonstrate how we can help you.
Step 2 - Collect
We gather detailed information pertaining to your unique financial situation in order to develop a customized and accurate financial plan as well as clarify your needs and goals.
Step 3 - Analyze
We analyze the data and your unique situation
Step 4 - Design
We develop a customized plan based on your input and our analysis. We take the time to be sure you are comfortable with your plan.
Step 5 - Implement
We coordinate with your other advisors, recommend specific financial products to meet your objectives and then assist you in implementing your customized plan. You decide what you want to implement and when.
Step 6 - Review
We anticipate the need for change and review your plan often, meeting on a quarterly basis and comparing actual results to initial assumptions to determine if your goals and objectives are being reached. We make adjustments if life situations dictate that change is necessary.
Let's Talk....Contact us for a consultation!
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.