Financial Planning
Live the life you want today with a vision for tomorrow. We provide a powerful combination of extensive tax expertise and comprehensive financial planning knowledge.
One Advisor ™
All financial planners are not created equal. Our team of fee-only fiduciary advisors believes your financial plan should be complemented with personalized tax-saving strategies. We believe our clients should benefit from having one advisor that protects both sides of their financial well-being. We will ensure you have tax savings strategies that align with your investment plan.
How We Help
Our Process
Completion time: 2-3 weeks
We believe your financial planner, investment adviser, and tax advisor should be a single person with the acumen and depth of knowledge of your personal situation and the ability to advise you in all areas of your financial life. However, we are a team and you receive the redundancy and protection of knowing that our team has knowledge of your plan.
But it’s not all about the numbers…how about care for loved ones and strategies to make sure your bills get paid if you get sick? That’s truly comprehensive.
Initial Meeting
Join us for an introductory call to understand where you are on your financial journey and match you with one of our Fiduciary Advisors.
Data Gathering
Connect with your dedicated Client Service Specialist to efficiently ramp up and organize your financial life.
Draft Financial Plan
We build and implement your dynamic plan to cover every financial decision you make.
Final Meeting
Your plan is built and stress-tested to ensure success throughout every market condition.
Implement Financial Plan
We protect both sides of your financial house with tax preparation and planning for strategies that complement your plan.
Meet Regularly
We update your plan daily in real-time and schedule regular meetings and check-ins so you always know where you stand.
Financial Planning Tiers
Silver
Retirement Check Up
• Goal-based retirement plan
• Portfolio X-Ray
• 401k Allocation Assistance
• Risk Tolerance Assessment
• Cash Flow/Budget Analysis
• Behavioral Financial Coaching
• Personalized Recommendations
• Net Worth Calculation
• Online Financial Planning Portal
Gold
Complete Retirement Plan
Silver Services Plus:
• Comprehensive Goal-based Financial Plan
• Life Insurance Needs Analysis
• Disability Insurance Needs Analysis
• Retirement Income Strategies
• Social Security & Medicare Strategies
• Employee Benefits Planning
• Education Funding
• Tax Planning Strategies
• Basic Estate Planning Techniques
• Life Transition Planning
• Detailed Cash Flow Planning
• HSA Strategies and Investment X-Ray
• Healthcare Funding Strategies
Platinum
Dynamic Financial Plan
Gold Services Plus:
• RSU and Employer Stock Strategies
• Stock Option Analysis
• Retirement Income Distribution Strategies
• Roth IRA Conversion Strategies
• Tax Bracket Management Strategies
• Third Party Professional Coordination
• Advanced Estate Planning
• Business, Rental, Entity Planning
• Charitable Gifting Techniques
• Family Financial Education
• Wealth Transfer Services
"Tom and all the staff at Chesapeake have consistently given me thorough and caring attention over the many years I've been working with them."
- Toni G.
The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.