How it works

• Fill out our questionnaire: The questionnaire helps us understand where you are in your financial journey and the resources and professionals to meet those needs. 
• Get your best fit: The best fit is based on your questionnaire responses. These responses include your financial goals and the type of financial services you need. 
• We help you schedule your first interview virtually or in-person: Interviews are made through our virtual calendar tool and based on your availability. 

Why Is CHIP good for you

Financial guidance & education
Figuring out where to start in your financial journey can be tough. Here you can find the professional you need to help you take your finances to new heights.

Experienced professionals
CHIP Professionals have experience in various areas of finances and are equipped to help you reach your goals.

People that care about your wealth
CHIP professionals believe in honestly, trust, and integrity. We make sure you get the time and attention you need to take your financial life to the next level.

Find the financial team you need
Discover financial professionals in your backyard or work together virtually. Either way, you can build the financial team you need to make your dreams a reality.