Our Values & Process

Clear Advice. Long-Term Support. A Plan You Can Actually Stick To.
At Chénard Wealth & Advisory, we believe that financial planning doesn’t have to be overwhelming. With the right guide, it can feel simple, grounded, and empowering. That’s what we’re here to do—walk alongside you to help make smart, informed decisions that build toward your future with clarity and confidence.

What We Value

We take a relationship-first approach to wealth management. That means getting to know YOU—your goals, your values, your challenges—so we can design a plan that actually fits your life.

Our Values:

  • Clarity over chaos: When there’s a lot on your plate, we help slow things down, focus on what matters most, and take it one step at a time.

  • Purposeful investing: It’s not just about growing wealth—it’s about creating options, supporting your loved ones, and making life feel a little easier.

  • Less noise, more meaning: We keep things clear and relevant—sharing only what you need to feel informed and confident, without overwhelming you.

  • Seasons of life matter: Sometimes you want to be hands-on. Other times, you just need to know someone’s got your back. We adjust as life does—and that’s the benefit of a long-term relationship.

Our Process

Every client goes through the same structured process, because thoughtful planning works best when it’s clear and collaborative.

  • We start with a 90-minute discovery meeting to get to know you and your current financial picture.

    We’ll:

    • Review your financial documents together

    • Discuss your top 2–3 financial goals

    • Begin assessing your situation across the six key areas of financial planning

    • Complete an investment questionnaire

  • We’ll develop a fully personalized Financial Plan based on your needs, goals, and comfort level.

    This includes:

    • Reviewing key assumptions

    • Mapping out timelines and next steps

    • Recommending changes and strategies

    • Aligning your investments with your goals and risk tolerance

  • This is where it all comes to life.

    We’ll:

    • Open investment accounts and/or apply for insurance if needed

    • Connect you with trusted partners (lawyers, accountants, insurance brokers, etc.)

    • Schedule follow-ups and outline your service plan moving forward

What You Can Expect

  • A clear plan you understand and believe in

  • Ongoing support and check-ins tailored to your goals

  • A direct relationship with Dominique—your advisor from day one

  • Transparent fees, no surprises, and no sales pressure