WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of securing outside services for their children with learning challenges.
In addition to noting the importance of being proactive and starting with the end in mind, John provided plenty of other great kernels of information. Listen here.
John Chapman CFP®, CKA® understands wealth management is as much about the relationships as it is about the numbers. Strategy, experience and knowledge allow him to create the financial solutions to catapult his clients toward their goals. With WorthPointe’s sophisticated technology at his fingertips, John loves helping families and businesses organize their finances and secure peace of mind surrounding their wealth.
He prioritizes his clients’ values and takes the time to listen to their unique stories. Together, they articulate a clear vision and map out a financial plan to support it. Innately fascinated by the financial markets and global economies, John has a healthy obsession for tracking market trends and formulating projections to better inform his clients about the future ahead. Proud of his CERTIFIED FINANCIAL PLANNER™ certification, John holds himself and his practice to the highest ethical standards and client commitment.
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Proactive Estate Planning
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Managing Education Costs For Learning Challenged Students
August 2, 2020 - WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of...
Continue Reading