As a CERTIFIED FINANCIAL PLANNER™, Chad works closely with his clients to understand them and their goals to develop and implement a comprehensive financial plan tailored to them. During this process, Chad gets to know his clients very well, and they enjoy working with him. He collects and analyzes their information, specific financial goals, income and expenses, investments, retirement plans, risk tolerance, insurance coverage, and estate matters to put together a holistic plan that meets his clients’ needs. He especially enjoys the one-on-one interaction with his clients and takes great satisfaction in helping them succeed.