Our Focus Approach Helps You Make The Most Of Your Wealth, Step By Step

Imagine a future where your finances are organized, your investments are healthy, and you’re free to enjoy life on your terms. That’s the future we help you create.

Our Focus Approach Helps You Make The Most Of Your Wealth, Step By Step

Imagine a future where your finances are organized, your investments are healthy, and you’re free to enjoy life on your terms. That’s the future we help you create.

Focus First

The Blue Chip Client Experience

Getting More Life Out of Your Wealth

F

Foundation

Understand Financial & Personal Circumstances

Determine Fit

Define Bucket List

Deliver Value Proposition

O

Organize

Identify Financial Priorities & Goals

Build Detailed Balance Sheet

Analyze Cash Inflows & Outflows

Present Planning Techniques Using eMoney

C

Consolidate

Open/Transfer Account

Introduce Team

Review Technology & Tools

U

Update

Establish Meeting Frequency

Discuss:
Economy
Market
Portfolio
Taxes
Estate Plan
Insurance

Adjust Financial Plan

S

Success

Bucket List

Long-Term Goals

Peace of Mind

Getting More Life Out of Your Wealth

F

Foundation

Understand Personal & Financial Circumstances

Determine Fit

Define Bucket List

Deliver Value Proposition

O

Organize

Identify Financial Priorities & Goals

Build Detailed Balance Sheet

Analyze Cash Inflows & Outflows

Present Planning Techniques Using eMoney

C

Consolidate

Open/Transfer Account

Introduce Team

Review Technology & Tools

U

Update

Establish Meeting Frequency

Discuss
Economy
Market
Portfolio
Taxes
Estate Plan
Insurance

Adjust Financial Plan

S

Success

Bucket List

Long-Term Goals

Peace of Mind

What to Expect in Your First Meeting with a Financial Advisor

In this video, we walk you through what to expect during your first consultation with Blue Chip Partners.

New Client Document Checklist

To enable us to give the best possible financial planning services, please provide copies of the financial documents included in the downloadable checklist below.

Picking a Financial Advisor Right for You

Prospective Clients

Getting More Life Out of Your Wealth

F

Foundation

Understand Personal & Financial Circumstances

Determine Fit

Define Bucket List

Deliver Value Proposition

O

Organize

Identify Financial Priorities & Goals

Build Detailed Balance Sheet

Analyze Cash Inflows & Outflows

Present Planning Techniques Using eMoney

C

Consolidate

Open/Transfer Account

Introduce Team

Review Technology & Tools

U

Update

Establish Meeting Frequency

Discuss
Economy
Market
Portfolio
Taxes
Estate Plan
Insurance

Adjust Financial Plan

S

Success

Bucket List

Long-Term Goals

Peace of Mind

First Meeting With Your Financial Advisor

New Client Document Checklist

To enable us to give the best possible financial planning services, please provide copies of the financial documents included in the downloadable checklist below.

Our Focus Approach Helps You Make The Most Of Your Wealth, Step By Step

Our Focus Approach Helps You Make The Most Of Your Wealth, Step By Step

Focus First

The Blue Chip Client Experience

Getting More Life Out of Your Wealth

F

O

C

U

S

Getting More Life Out of Your Wealth

F

O

C

U

S

What to Expect in Your First Meeting with a Financial Advisor

New Client Document Checklist

Picking a Financial Advisor Right for You

Prospective Clients

Prospective Clients

Getting More Life Out of Your Wealth

F

O

C

U

S

First Meeting With Your Financial Advisor

New Client Document Checklist

Picking a Financial Advisor Right for You

Quick Links

Address

Phone Number

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