Financial planning is the process of providing comprehensive advice and assistance to a client for the purpose of meeting a client’s financial needs and life goals. During this process, we will perform the following steps: evaluation of your financial data, development and analysis of cash flow, taxable income and balance sheet statements, identification of problem areas and strategies for remedial action, recommendations for tax, estate, retirement and business planning, and continuing consultation and advice to ensure that you attain your long-term goals.

A financial plan, however, is useless without implementation. At Chasse & Company we develop a strategy and then work with you in arranging a schedule for implementing the recommendations.