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What Makes Our Financial Planning Process Unique?
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Kandungan disediakan oleh Wade Chessman. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Wade Chessman atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
What makes you unique? That’s a question that you should be asking a prospective advisor during your search for the right fit. In this episode, Wade will break down exactly what sets Chessman Wealth Strategies apart from other financial services companies and explain the core values that we apply to everything we do.
If you’ve listened to any of our shows before, you know the role faith plays in our planning. We’ll tell you more about why that guides our decision-making and how we apply it to the plans we help build for clients. Discover how our Smart Choices Wealth Management Solution provides a structured process to help clients navigate complex financial situations, and learn about the importance of education and personalized financial solutions.
For this week’s Kingdom Minute, Wade will discuss how motivations matter when giving, and lessons on generosity that we see in The Book of Matthew.
Here’s some of what we discuss in this episode:
- Our core values at Chessman Wealth and how faith drives what we do.
- The Smart Choices Wealth Management Solution.
- How we help clients make informed financial choices and address specific needs.
- How motivations matter when giving.
Get in touch with Chessman Wealth: https://www.chessmanwealth.com/
The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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