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Our Process

What It’s Like Working With
BlueChip Wealth Advisors

As a unique individual, your financial plan should address your unique situation. We listen to you and strive to understand your concerns and relate to your experiences. We’re dedicated to the success of you and your family and strive to increase your return on life not just instead of only those of your investments.

What to Expect From Our Partnership

Establish Relationship

The first meeting is where we get to know each other. We’ll discuss your goals and expectations, our firm and our capabilities. We want to make sure we’re a good match for each other and discuss what services may be appropriate for you.

Gather Information

This is an in-depth meeting where we gather the details of your financial picture to begin assembling the package of financial services we discussed in the initial meeting. We’ll discuss your goals on a deeper level, learn about your family, risk tolerance, wants and needs.


Next, we evaluate your financial information and create a strategy to best aid you in achieving your goals. This could be as simple as an updated investment proposal or as complex as a comprehensive financial plan addressing cash flow, insurance, taxes, estate, retirement and investments.

Prepare and Recommend Solutions

Once the financial analysis and plan are complete, you and your financial advisor will meet to discuss and agree on an implementation plan and timeline.

Implement and Monitor

As a client of BlueChip, we’ll work with you to implement and monitor your plan and investment portfolio. We make recommendations for adjusting your wealth management plan should your situation change, ensuring that it continually supports your goals and lifestyle.

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