At WealthCharter, our mission is to help our clients successfully navigate the ever-changing waters of life and finances. Our Extraordinary Living Process helps clients clarify and achieve their ultimate goals. We collaborate with CPAs, estate planning attorneys and insurance professionals to develop comprehensive financial plans that allow our clients to make decisions in pursuit of an extraordinary life.
A systematic, multi-step approach to provide clients with clarity and confidence regarding their future. Through comparative analysis and independent perspective, we help business owners pursue their objectives and success. We can help take the mystery out of preparing for today and tomorrow.
A systematic, multi-step approach to provide clients with clarity and confidence regarding their future. Through comparative analysis and independent perspective, we help business owners pursue their objectives and success. We can help take the mystery out of preparing for today and tomorrow.
Services
I began my practice just over 20 years ago after helping my mom with some planning before she retired. Having worked in the accounting field and obtaining my CPA and MBA, I knew I could combine my interest in investing with a desire to help people. I realized that a critical part of planning for retirement was helping people define their hopes and dreams.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
No single strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We help our clients determine what their destination looks like, evaluate the best way to get there, monitor the progress, and adjust the course as needed. We aren't going to talk just numbers.
The Extraordinary Living Process was developed at WealthCharter(R) as a systematic, multi-step approach to provide clients with clarity and confidence regarding their future. At WealthCharter(R) we understand that every situation is special. The Extraordinary Living Process can be tailored to meet individual needs and challenges through any phase of life.
At WealthCharter, when we encounter good service, we like to spread the word. Below is a compilation of businesses to which we can provide referrals with confidence. Please note that we are in no way compensated for these referrals, we just ask that these businesses give our clients the best possible service and prices.
Reviews (1)
Joel Johnson
Feb 23, 2021
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Tim, Tara, Abby, and Diana do a great job for our family and will for yours. Been with him since they first opened up and have had great results. Tim is trustworthy and knows the markets. We feel safe with he and his team managing our money. Diana also has a very unique and wonderful service for families looking into college education. It isn't crystal ball hokus pokus but real leg-work put in on the programs, campuses, and one-on-one interviews with the student's that you won't find anywhere. I wish I would have had something like this when I was 17. Take advantage people, you will be very, very
