Chase 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



Awards and Recognition


Million Dollar Round Table Qualifying Member 2012-2013

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry


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