Susan L. Chapman and Ron Chapman Jr.
Financial Counselors

How is financial counseling different from financial planning?

Financial planning deals with the details of a client's financial life. Financial counseling deals with the details less than a financial planner, but delves into the connections that money has in the lives of clients.

Money is the number one reason marriages break up. Here at Chapman and Chapman Counseling we want to help you avoid that problem in your marriage. Whether two partners are totally on the same page with their financial future or seem to be going in opposite directions, we can help with both the details and the big picture when it comes to your financial future as a couple. Based off of our experience, we give honest assessments about couples' ability to meet current and future goals.

If you are individual, money can create a totally different set of problems. Numbers like salary and net worth can weasel their way into a person's self worth and self esteem. They become the basis for how a person feels about themselves. We believe differently. How much a person makes an hour or in a year has nothing to do with their worth as a person. We help our clients see beyond their bank statements and put their financial life in context.

Susan and Ron have certified skills to assist individuals and families in the complex process of financial decision making, including the ability to:

Educate clients in sound financial principles.
Assist clients in the process of overcoming their financial indebtedness.
Help clients identify and modify ineffective money management behaviors.
Guide clients in developing successful strategies for achieving their financial goals.
Support clients as they work through their financial challenges and opportunities.
Help clients develop new perspective on the dynamics of money in relation to family, friends and individual self-esteem.
Maintain up-to-date knowledge in the fields of personal finance and financial counseling.