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Concerned About Inflation? Here are 5 Steps to Take Control of Your Finances
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WiseFit Wealth Management and Insurance Solutions
Chantel Bonneau Stewart
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®, WMCP®
Creating financial fitness...for life.
Financial success is like physical fitness. Once you’ve worked hard to achieve it, you don’t want to let it slip. But the regimented routine that helped get you there may not be enough to keep you there. And the barrage of financial fads, DIY tips, and generic approaches certainly doesn’t help. So, what is the right plan to maintain - and grow - the financial success you’ve achieved?
We’re glad you asked.
A Personalized Plan
At Wisefit Wealth, we believe in a tailored approach with a personalized plan. You’ve worked hard for everything you have. You crush goals and create momentum. You dream big and expect more out of life...for your family, your kids, and others around you. Generic financial advice is for people who want generic results. And, that’s not you. It’s also not us.
A Bespoke Experience
We’re a boutique firm with a bespoke experience. Being your financial partner means asking the tough questions. We pay attention to what you say and remember the details. We remind you of your goals and dreams. We encourage you to take action and challenge you when you don’t. Our team at Wisefit Wealth has one goal, and that is to help you achieve yours.
A wise fit. It’s not just what we do, it’s who we are.
Client Testimonial
"Chantel is a wonderful and enthusiastic advisor who has been with us for 10 years. She helped us get organized and imagine a financial future when we had no idea where to begin, and she has patiently shared her knowledge and expertise with us as we've looked to grow our portfolio. We appreciate her individual attention to our needs and goals, and don't know what we would do without her in an ever-changing financial climate."
Client Testimonial
“Chantel and her team have been integral in our financial success. Their guidance, knowledge, and personalized attention has been a catalyst for our growth.”
Client Testimonial
"Working with Chantel and her team has been life-changing. We came into our relationship feeling like we had some of our financial ducks in a row, but she knew exactly where and when to help us get 100% organized to meet both our short-and long-term goals. Chantel's knowledge, her attention to detail and proactivity in handling our investments -- no matter the state of the market -- has left us feeling nothing short of full confidence in knowing we're in the best hands."
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
In The Media
Chantel has a passion for sharing her financial literacy knowledge with others. She takes pride in any opportunity to extend her reach to help and educate others across the country. She has been featured in over 100 appearances and publications including:
Forbes, LIMRA, Women's Health Magazine, MarketWatch, Fox News, Bloomberg Radio, Cheddar TV, Hello Giggles, USA Today, CBS 8, and others.
Money Tips For First-Time Parents
Getting Back to School Without Breaking the Bank
Wealth Management Advisor, Chantel Bonneau Stewart joined CBS 8 Mornings to share some tips on how to get your kids ready to go back to school on a budget.
