THE CHAHAL GROUP 
OUR WEALTH MANAGEMENT PROCESS
A Process Designed Around
Your financial success depends on having a clear idea of what you want to accomplish, coupled with a realistic understanding of what you are like as an investor. We focus on helping you create a long-term strategy appropriate for your situation. To accomplish this, we follow a six-step process:
  1. Step 1: Introduction
    Explain how the process can help you achieve your goals, and determine if it's right for you.
  2. Step 2 : Discovery
    Gain a deeper understanding of your needs, goals and circumstances to help clarify your financial objectives.
  3. Step 3 : Strategy
    Analyze your financial and personal information to match your objectives with time-tested strategies.
  4. Step 4: Solutions
    Develop thoughtful solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  5. Step 5: Execution
    Implement the recommendations and solutions progressively and carefully.
  6. Step 6: Review
    Continuously review your personal and financial circumstances to identify any modifications needed throughout the process.