Chase Alexander Chaldekas, CLU®
Wealth Management Advisor


Chaldekas Financial

Our Financial Planning Process

Financial planning is complex and unique to every set of circumstances. Our team can guide you in considering questions and addressing concerns that help you reach your wealth management goals.

Our financial planning process involves four steps:

 

1. Discovery | Vision & Goals

Seek to understand your story and life

 

2. Creative Solutions | Design & Build

Begin building your strategic plan taking your unique story into account

 

3. Implementation | Strategies & Solutions

Set your plan in motion with tools and strategies to help you reach your goals

 

4. Results Management | Sustain

Continuously revisit your goals and review your plan to make sure you are on track

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck