📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/
In this episode, Wade walks through what a structured, relationship-based planning experience actually looks like from start to finish. You’ll hear why good planning isn’t about quick recommendations, but about clarity, confidence, and follow-through. If you’ve ever wondered what working with us would be like, this conversation sets expectations.
Wade emphasizes that the Smart Choices process is ultimately about stewardship- helping clients make wise, intentional choices with the resources God has provided so they can worry less and enjoy life more.
Here’s some of what we discuss in this episode:
🔍 Discovery Meeting: Understanding goals, concerns, and priorities
🤝 Mutual Commitment: Deciding if the relationship makes sense
🛡️ Advanced Planning: Protecting, growing, and transferring wealth
📈 Progress Monitoring: Ongoing reviews and adjustments
📄 Preparation Tips: What to bring to the first meeting
Get in touch with Chessman Wealth: https://www.chessmanwealth.com/
The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
