Our approach begins with the understanding that you have a need or a concern with your finances or your investments. We listen to what you have to say and then confirm with you our understanding of what you want to accomplish.
At Chestnut Beach we are real, live humans and we meet with you in person, unless your preference is otherwise. No call centers, no AI chatbots, no claims of “We are experiencing higher-than-normal wait times…” You get to work with the same flesh-and-blood person every meeting.
We treat with you openly and honestly because we respect your intelligence and we do not want to waste your time. What we have learned from our experience in the industry is that clients deserve a timely delivery of what they are promised, and that is what you will receive when you work with us.
The financial planning and advice you receive from us will always be thorough and detailed while also being understandable. We know you may not be investment experts, accountants or economists so it is important to us that your financial plan is not just a collection of numbers and graphs, it is your personal guide book.
Throughout our process you can be assured of prompt communication from Chestnut Beach. We understand that life can be very busy and we will not add to that. We take ownership of our Client Service and experience and take great pride in how we respect our clients and their time.
When it comes to our planning and advice you can rest assured that we have no ulterior motives. We do not receive commissions, or trailer revenues, or referral kickbacks. We make our recommendations because we truly feel they are the best path forward, and we feel that our prices are both fair and reasonable.
We are intelligent and competitive. We want to improve your financial situation beyond its previous state. We want to feel the pride that will come when you thank us for our help. We want to win.
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Welcome to Chestnut Beach Financial Planning. We think it will be worth your while.
Chestnut Beach Financial Planning Ltd. 