Chapin Hill Advisors

Overview

Finding a trusted advisor is a daunting task for most people. Our consulting services allow clients to review the risks which exist in their financial life and create a plan to attempt to mitigate those risks. 

Our consulting services often serve a dual purpose for our clients. By contracting to evaluate their risk profile, evaluate their current strategy and managers, assess their needs for liquidity going forward and coming up with solutions for multiple possible scenarios is a value added service in and of its own.

However, this consulting process also allows a client to get to know our firma and team members. Do we speak their language? Communicate effectively and in a manner the client understands? We provide ongoing communication to assist the client in implementing recommendations through our circle of trusted resources. 

This process allows us to get to know the client very well providing us with the ability to create a tailored and personal approach. The depth of knowledge of a family's personal goals and history allows us to provide a value added advice going forward on a range of issues. Knowing what benchmarks the family needs to meet provides a roadmap for future success. Having forward cash flow and net-worth projections in a range of scenarios allows our clients to measure their progress each and every year.