Our Process

Discover the Champlin & Associates approach to financial planning

Proper planning today can help you achieve tomorrow's dreams

At Champlin & Associates, our goal is to help business owners, individuals and their families prepare and protect their financial future. This means that together we will go through a financial discovery process designed to help you identify and focus on your unique goals and objectives.

This step-by-step approach to personal and business planning helps to strategize your investment objectives, options available to you, time horizon and comfort level. Based on these goals and objectives, we then develop and implement a plan, and when appropriate, with your other trusted advisors (i.e. your attorney or CPA), we help you select the products and programs that are best suited for your individual situation. Our Process Inforgraph

To aid us in this process, we utilize a state-of-the-art, online planning tool. This software allows us to collect information to gain a thorough understanding of your current situation, define and prioritize your objectives, explore potential solutions and provide customized recommendations, implement your plan, and regularly monitor and review your plan’s progress. Plus, you have access to this non-transactional Wealth Management System at anytime from anywhere with an internet connection.

Helping you to secure your financial future does not happen by chance. It takes careful preparation. Our goal is to help you evaluate your current circumstances and identify your goals and objectives. Our process will help you develop a plan and take action in implementing your plan. Then, periodically it's important to review your plan to make adjustments, if necessary, to respond to life's changes.

Learn more about how we can help you prepare for a secure financial future. Contact Us