Welcome to Chrest Financial

Where.................In the Land of Pleasant Living.............Our Family to your Family...........
We Empower and Educate Clients and Community Toward Financial Peace through Servant Leadership 

• Initial meeting to explain my mission and explore how we can work together.
• The “What’s Important Meeting.” – Here we have an honest conversation to discover your goals and dreams.
• Information Request: You will receive online requests that will help you gather the data we need to get started.
• Plan Review Meeting: After compiling your data and thoughts, we meet to review your Living Plan.
• Plan Adjustment: After meeting, Plan can be adjusted for any additional thoughts.
  
• Plan Implementation Meeting: Explain further and process any required paperwork.
  
• Web Portal LP365 “White Glove” OnBoarding meeting: Training session to demonstrate, create and populate your personal web portals.
  Review meetings every 6 months.
  
• Semi-annual Client events.
  

As you see, a process with great thought and vision. Join my Private Clientele.

Call to schedule the initial meeting.

Thanks again, Brian Chrest CPA.