Our Process

At CHL & Associates, we follow a process with every client that allows us to understand you by identifying what’s important and working on your behalf to develop a plan to help you reach your objectives together.

Our Process:

Engage: Getting to know you, your needs, wants, and concerns.

Explore: Researching the right set of options best suited for you.

Design: Mapping out a plan of action to help you reach your objectives.

Implement: Setting your Plan into motion.

Guide: Making sure your Plan stays on track through ongoing service and  

            Client interactions.