Broker Check

Welcome to Chrest Financial

How We Work

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 

Next Steps:       Our Process is as follows:

  • 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.