Financial Counseling and Education:

Creating the life you want through values-based planning
picture of Bev Chapman, Certified Financial Planner®
picture of river, valley, and mountains symbolic of change, time, and growth.
Financial Planner button
In a series of face-to-face working sessions, we work together to develop your financial plan. The purpose of financial planning is for you to understand your current financial position, get clear about goals, and take actions that move you, step by step, toward those goals.

We analyze asset allocation, cash flow, insurance needs, college and retirement savings, estate plans, debt and credit issues, as well as career and life-style goals. More on Financial Planning

Financial Coaching button
Coaching is a short-term, structured process that gives the support needed for growth and change. Coaching is especially helpful if you want to make changes in the way you deal with money.

For support in turning concepts into action, a coaching program is ideal.
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Bev Chapman is a fee-only, certified financial planner ® licensee.