We know your time is valuable. We hope you find these links helpful and convenient. Choose your destination below.
Understand Financial & Personal Circumstances
Determine Fit
Define Bucket List
Deliver Value Proposition
Identify Financial Priorities & Goals
Build Detailed Balance Sheet
Analyze Cash Inflows & Outflows
Present Planning Techniques Using eMoney
Open/Transfer Account
Introduce Team
Review Technology & Tools
Establish Meeting Frequency
Discuss:
Economy
Market
Portfolio
Taxes
Estate Plan
Insurance
Adjust Financial Plan
Bucket List
Long-Term Goals
Peace of Mind
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
Privacy Policy | Terms & Conditions | Disclosures
Copyright © 2024 All rights reserved.
You are now leaving the Blue Chip Partners Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Blue Chip Partners or any advisor(s) whose name(s) appears on this Website. Blue Chip Partners is independently owned and operated. Schwab neither endorses nor recommends Blue Chip Partners. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Blue Chip Partners under which Schwab provides Blue Chip Partners with services related to your account. Schwab does not review the Blue Chip Partners Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Blue Chip Partners Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
