Client Focused Planning
We are dedicated to Client Focused Planning at Charlton Private Wealth Management Inc. This is a six step process beginning with a thorough understanding of you and your family. We take the time to understand your personal goals and any concerns you may have. Once we understand what you want to accomplish, we will review and assess your current situation. This will help us to identify any gaps between your desired outcome and your current situation. We will then create various strategies to help eliminate the gaps and discuss them with you. Once you have selected the strategies you wish to pursue, we will work with you and your other advisors to ensure all of your financial affairs integrate properly. When you are ready to proceed, we will assist you with the implementation of the resulting plan. Lastly, we will regularly monitor and review your progress towards your goals and update the plan as required.