Why Choose Us

Why Work with Timberchase Financial?

We believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. Our process begins with a "Discovery Meeting," which allows us to explore together whether Timberchase Financial is the right firm for you. After this meeting, if we feel we can be of substantial value to you, we will provide you with a custom proposal. If we feel we are not a great fit, we will help you find a better option.

Why Choose Us

You may want to consider working with us if:

  • Your situation is complex, and you need help gaining command of your money

  • You don’t have the time, interest, or knowledge to manage the complexity of your finances

  • You seek a long-term, comprehensive solution

  • You want to work with someone who works to minimize conflicts of interest inherent in the financial advice industry

  • You are skeptical of financial advice you have received in the past

  • You seek advice that is independent of companies who sell financial products

  • Your focus is on providing for your family

  • You see money as a tool to serve other needs

  • You value privacy

  • You wish to control your risk

Why Not Us

We may not be a good fit for you if:

  • You seek transactional advice that does not consider your entire financial picture

  • You want advice that relies on a forecast of economic conditions or a prediction of the future

  • You prefer high-risk strategies or products to "beat the market"

  • You seek short-term returns on your investments

  • Your financial situation is not complex enough to justify paying a fee for advice

Not sure? Let one of our CERTIFIED FINANCIAL PLANNER™ professionals provide a free consultation. We will perform a quick analysis of your current financial plan and give you feedback on your returns, risk, taxes, and investment costs.