Paula's Chesser Wealth Management Experience is a proven five-step process providing a smooth financial transition throughout life's changes.  The more wealth a family has, protecting it becomes more complex and a comprehensive team becomes necessary.  Paula brings together a team of experts or will work with the client's current team in the areas of legal, tax and insurance to recognize, address and eliminate potential problems.  Paula's difference is understanding the client's unique purpose, values, and decision-making philosophy while delivering personalized processes centered around what clients and their families care most about.

Paula conducts a discovery interview using a formulated set of questions to thoroughly understand the client's current situation.  She examines client goals, values, relationships, assets, advisors and interests gathering a foundation of knowledge to maximize the possibility of achieving what's most important.

Paula shares how she can provide solutions to identified gaps and add subtantial value to reach desired goals. This forms the foundation for all future work together.

Should the decision be made to work together, Paula commits to working towards achieving everything that is important to the client and their family.  Next steps are executing the necessary documents to begin the process.

When clients have multiple investment accounts, it's easy to become overwhelmed.  Paula's Team assists with Baird Online, 360 Wealth, and electronic eDelivery registration for all Baird documents.  Online site navigation instruction is provided along with answering all questions so clients understand exactly what is happening with their money and how to take advantage of Baird's electronic capabilities.

Scheduled at convenient intervals, these meetings provide an opportunity to review any major personal or financial changes to determine if adjustments should be made to the Lifestyle Wealth Plan.  Paula reviews the overall progress toward long-term financial goals and presents the Advanced Planning recommendations to prioritize areas of greatest importance and begin addressing them systematically.