A fully digital approach to personalized financial planning.

Where the holistic, hands-on benefits of traditional planning meets the power and access of digital,
you’ll find The Financial Guide Solutions Team at Charter Oak Financial.

 Our service is enhanced by a curated suite of e-tools that put virtual collaboration and 24/7 access to your financial positions right at your fingertips. Wherever you are in your planning journey, we’re ready to help you redefine what you thought was possible for your goals. Let’s get started.

Work With Us

As part of Charter Oak Financial, we share the firm’s thoughtful approach to building client relationships.

A Tailored Approach

No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.

Authentic Relationships

Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.

Unique Perspectives

By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.