HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM IF YOU DON’T KNOW WHERE YOU’RE GOING How Do You Know When You Arrive? HOW WE DO IT OUR FEES Simply Managing Your Money Isn’t Enough You may be searching for an investment manager, but if you’re looking to find financial peace of mind for today, tomorrow, and through retirement, you need much more than that. Our value comes from being more than experienced money managers - we are our clients' biggest financial advocate, educator, goal seeker and financial life coordinator. How we Position you for Long-Term Success How we Deliver Our Services We offer a complimentary financial plan preparation to qualified prospective clients. This is typically a three meeting process and gives you the opportunity to see how we work. It is simply a chance to test the waters. You will receive a comprehensive customized financial plan. If you like your experience, you can then decide to hire us. Whether we choose to work together or not, you will have an actionable financial plan. STEP 1 Initial Consultation We’ll ask you to collect and bring important financial documents we will use to develop your financial plan. We’ll get to know your goals to better understand what’s most important to you and your financial future. STEP 2 Plan Development After our initial meeting, we translate your vision, resources, and goals into a personalized financial plan. This will provide you with guidance for achieving your unique financial goals. STEP 3 Plan Presentation Our team will review the details of your financial plan, provide recommendations, and answer your questions. We will also discuss the implementation process and next steps. STEP 4 Implementation If you decide working with us is right for you, our team will begin working with you to put your plan into action. STEP 5 Monitor & Meet We’ll meet on a regular basis to track the progress of your financial plan and review your investments and achievement of your financial goals - making adjustments or rebalancing as needed. Sound Like a Plan? LET’S GET STARTED TODAY CALL US AT (800) 646-5720 CLICK HERE AND WE WILL CONTACT YOU NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten

HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM Learn More About Our Team Of Dedicated Professionals ADVISORS PROFESSIONAL STAFF CHARTER OAK PROFESSIONAL STAFF VIRGINIA SKEVINGTON OPERATIONS MANAGER SUSAN ROSS-WENTWORTH TECHNOLOGY MANAGER CATHY TOWLE CLIENT SERVICE MANAGER MARNY SWINDELL SENIOR CLIENT SERVICE ASSOCIATE DARCI PETROV CLIENT SERVICE ASSOCIATE CHRISTINE COTE OFFICE MANAGER ANNA PEREIRA COMPLIANCE OFFICER MICHELLE WEBBER DATA ANALYST BEE JAY GALLANT DATABASE MANAGER TAYLOR AUTY ADMINISTRATIVE ASSOCIATE NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten