Getting started

If you are reading this page you have already expressed a desire to learn more about the financial planning process and are determining if our services may be of benefit to you. It’s as simple as One, Two, Three.

STEP ONE
To best determine if Chamberlain Financial Planning LLC is well suited to help you with your concerns, questions or issues, please review the following:

STEP TWO
Go to the forms section, print out and complete the Client questionnaire and the Financial satisfaction survey. Yes there is a lot of information to complete, but the better we understand you and your needs, the better the outcome. Review the other documents as well. Please send the completed questionnaire to us prior to your get acquainted meeting for our review.

STEP THREE
Call our offices at 800-347-1340 to schedule a Get Acquainted Meeting. There is no cost for this meeting and it’s the best way to determine if Chamberlain Financial Planning LLC is best suited to provide the financial services you desire.

Prior to the meeting, consider what you would like the outcome of the planning to be. Examples of your goals could include:

  • IMPROVE my quality of life
  • USE money more effectively
  • GAIN financial peace of mind
  • INCREASE my financial security
  • INCREASE the return on investments
  • SAFEGUARD my family and dependants
  • INCREASE expected income in retirement
  • INCREASE the net amounts I give to charity
  • INCREASE my financial awareness/knowledge
  • IMPROVE the organization of my financial affairs
  • REDUCE personal, business and investment risks
  • REDUCE time spent worrying about my financial affairs
  • DECREASE tax (including income, capital gains and inheritance)

If Chamberlain Financial Planning LLC seems like a good fit for you, why not get started today?

We look forward to working with you.

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