Meredith Chapman - Wealth Strategies Group, LLC

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Introduction: My name is Meredith Chapman and I am a Financial Planner. My background is in wholistic planning which means focusing on protection, cashflow, and investments. My differentiating focus is on cashflow. We figure out where your money is going, how much you are saving currently, and what your goals are for the money that you have. I help keep the money that you are making on your balance sheet and help you allocate it depending on your goals. I work with your investment advisor, insurance agent, CPA, realtor, mortgage lender and all the other financial professionals that you work with to make it easy for you and to make sure your money is going where you need and want. I also work with a team of advisors that can help you do everything in house if you are just starting out or looking to make a switch!

Overview

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30 employees

38 years in business

Payment methods

This pro accepts payments via Check and Credit card.

Featured Projects

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Reviews

Customers rated this pro highly for responsiveness, work quality, and value.

5.0

2 reviews

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John T.

May 12, 2021

The amount of money I am accumulating now excites me for the future! I also appreciate learning about how important protecting myself and my family is.

Meredith Chapman - Wealth Strategies Group, LLC's reply

Thank you so much for your review! It was a pleasure working with you.

Patrick S.

May 13, 2021

I enjoyed the comfort and positivity Meredith brings to every meeting we have. She takes the time to make sure I feel confident in my financial decisions. I am happy to have her as my advisor.

Meredith Chapman - Wealth Strategies Group, LLC's reply

Thank you for your review!

Credentials

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Meredith Chapman

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I receive compensation in three ways: 1. If you chose to put a product in place, the company we use compensates me. 2. Through a fee to manage investments. 3. Through my current clients referring me to people who also would like to work with me. All of my meetings are free!
What is your typical process for working with a new customer?
The first meeting is just to get to know each other! I want to learn about your goals and concerns and start where you are.
What education and/or training do you have that relates to your work?
Bachelors in Finance, licensed in life and health Insurance, licensed in home and auto insurance, long term care certified, business insurance planning, cash flow mapping, family planning. I also work with a team that has expertise in any investment that you may want.