"A financial plan is the GPS to working toward financial goals. Whether the goal is retirement, funding education, budgeting or succession planning, a financial plan will create the directions to get there. If on the way we hit construction, we can always reroute."
MaxFacts
- Specialties: Wealth & retirement planning, insurance and long term care
- Licenses: Series 7, 6, 63 through LPL Financial. Life & Health with the State of MI. Certified Financial Planner
About Chassity
While I started my career in banking fifteen years ago, my true passion is providing financial education, sense of purpose and assisting clients with financial decisions to help them pursue their short and long term goals. This passion is what led me to want to dive deeper in my understanding of all areas of finance and pursue the CFP® certification as well as licensing to become a financial advisor.
Personal finance is an important area for everyone, and it can be both complex and confusing and an area of stress for most people. My goal is to alleviate that stress by getting to know what is important to a client, what keeps them up at night and then to customize a path to help them work toward financial success. I strive to put client needs, feelings and goals ahead of my own and their best interest is at the heart of every recommendation I make.
In my free time, I love to explore pure Michigan. Camping, kayaking, going to the beach and hiking with my son are all passions of mine.
Branches Covered:
Hudsonville, Jenison, South Division, Wyoming and Broadmoor, Holland 8th, Zeeland