Defining a Strategy Moves You Forward
With a strategy in place, you can rest assured that you're still working toward your goal, no matter what happens along the way.
— Michael Liersch, PhD, Global Head of Wealth Planning & Advice at J.P. Morgan
Planning Can Help You Handle Changes
There are some things you can anticipate, but even for the things you can’t, a strategy can help keep your goals in sight.
Acknowledging Where You Are Helps You Set Realistic Goals
Take some time to consider how you feel about your current financial situation, and you'll feel more confident moving in a new direction.
— Christian, Chase Private Client since 2015†
How confident do you feel about your financial future?
Click to explore the different levels of confidence.
It All Starts With Choosing a Direction
Working together with someone to define your goals can help you feel even better about your strategy. But first, start thinking about what's most important to you.
Prepping for Your First Conversation
Here are a few things to think about as you start to get ready for your first meeting with your advisor.
-
How do you feel about your financial and investment knowledge?
-
What is the number one thing you want your money to do for you?
-
Do you feel you have enough to accomplish what you’d like to?
-
How involved do you want to be in day-to-day financial decisions?
Let’s Get Started
Meet with a local Chase Private Client team and learn more in person.
Our Thinking, Now All Yours
Benefit from J.P. Morgan’s insights and thought leadership that cover everything from investment strategies and retirement advice to market perspectives and economic outlooks.
Planning
Planning
