NOW Is The Time To Take Control Of Your Financial Life

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.

Questionnare

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.

Black Man and Woman Working on Calendar.

Find Your Fit

Schedule Your Interview

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?

Financial Guidance & Education

Figuring out where to start in your financial journey can be tough. Here you can find the professionals 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.

Start Here For Free