I AM PASSIONATE ABOUT GUIDING PEOPLE THROUGH TOUGH FINANCIAL SITUATIONS. THE GOAL FOR ALL MY CLIENTS IS TO DEVELOP A CLEAR PATH TO FINANCIAL PEACE OF MIND.

My goal and focus is to provide a realistic overview of my client's financial situation both in the present and in the future, so that I may assist them in making financially prudent decisions in an emotionally difficult time. 

As an attorney, CERTIFIED FINANCIAL PLANNER®, CERTIFIED DIVORCE FINANCIAL ANALYST®, and independent wealth advisor, I have a unique skill set to provide an objective analytical analysis of my client’s current situation and evaluate how a proposed and/or presented settlement will affect my client’s financial future.

By educating my clients of known objective facts from which they can make a decision on their settlement, I believe that the probability that the process of moving forward with their new life for them, their children, and even their ex-spouse have a greater chance of success. Most importantly, I help clients transition successfully into their new financial reality with a comprehensive plan for financial independence that includes safety and security.

I look forward to meeting you soon.

Chris Bales, Esq., CFP®, CDFA®

I believe that the best financial planning is based on educating my clients through the process so that they can choose what they believe is best for themselves.