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(909) 758-0393 11810 Sebastian Way Suite 105
Rancho Cucamonga CA 91730

What is financial planning?

A rock-solid plan evaluates everything. You must examine your current situation, set goals in accordance with your risk tolerance and measure your progress.

There are 6 steps in the financial planning process:

1. Establishing and defining the client-CFP® professional relationship

We will explain the services provided and define each of our responsibilities. Along with compensation we will discuss how long the professional relationship will last and how we will make decisions.

2. Gathering client data, including goals

We discuss with you everything about your current financial situation and gather all necessary support documents. Together, we define your personal and financial goals, including timeframes and risk tolerance.

3. Analyzing and evaluating your financial status

We consider all aspects of your situation to determine what you need to do to meet your goals. Depending on what services you've requested, this could include analyzing your assets, liabilities, cash flow, current insurance coverage, investments, and tax strategies.

4. Developing recommendations

We discuss our financial recommendations with you and explain the rationale so you can make informed decisions on whether or not to move forward with each suggestion. We listen to your concerns and will revise the recommendations as needed.

5. Implementing recommendations

We will need to agree on how the recommendations will be carried out. We may carry out the recommendations ourselves and/or serve as your coach, coordinating the process with you and other professionals, like attorneys and CPA's.

6. Monitoring recommendations

As you work towards your goals, you decide how much you want us to monitor your progress to make sure you're staying on track. If we are in charge, we will check in regularly to review your progress and provide you with the latest updates and developments in the financial world. Your situation is continuously evaluated and we will make all necessary adjustments to the game plan as we move forward together.

 

Andrew Chabot, MBA, CFP®

LPL Registered Principal

Andrew ChabotAndrew Chabot has been in the financial services industry for over 15 years. Andrew is a Certified Financial Planner™ professional and takes pride in helping his clients achieve their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.

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About Our Company

We help you make better decisions with your money.

As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support someone. In addition, you must prepare for your own retirement, consider what's to be done with your estate.

You're also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before.

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Our Location


11810 Sebastian Way Suite 105
Rancho Cucamonga CA 91730
CA INSURANCE LIC. #0E70330
Ph:909-758-0393
Fax 909-758-0394