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NOW Is The Time To Take Control Of Your Financial Life
How It Works
Fill Out Our
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.
What Wealth Creators Are Saying...
"In our first meeting, I was excited to talk about my financial goals and planning. Guillermo asked great prompting questions and follow-up questions to go even deeper than I was imagining. Time was spent not only understanding my goals and aspiration but also getting to know me as an individual and breaking down unfamiliar terms to help me feel more comfortable with the services offered."
"Currently working with Millu Ramirez from Urban Wealth Management! Appreciate this platform for matching us!"
"My husband and I Love CHIP. It’s super user-friendly, and has connected us with an amazing financial adviser in our area! With his guidance and financial expertise we are now on the right track to financial success."