What Can You Expect at Advisor Meetings?

📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/

Meeting with a financial advisor for the first time can feel intimidating, but it doesn’t have to be. In this episode, Wade walks through exactly what to expect when you schedule time with Chessman Wealth Strategies. From the first phone call to the discovery meeting and beyond, Wade explains how his team helps clients clarify goals, uncover financial “blind spots,” and design a personalized Smart Choices Wealth Management plan.

For this week’s Kingdom Minute, we discuss timeless biblical wisdom for how parents should consider passing wealth to the next generation. Should every child get the same amount, or should they receive an inheritance according to their individual needs and circumstances? Tune in the find out!

Here’s some of what we discuss in this episode:

💬 Discovery Meeting: getting to know you, your goals, and what matters most

📈 Smart Choices Strategy: developing a personalized plan to guide your finances

📅 Easy Scheduling: how to book a meeting and start the process hassle-free

🎯 No Clear Goals? how Wade helps clients clarify what they really want

Get in touch with Chessman Wealth: https://www.chessmanwealth.com/

The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.

Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.