The official mobile app for Chalk Cullum & Associates. We are an advisory firm that helps our clients filter through the clutter and noise of money stuff to make sure that at “the end of the day” they will have accomplished the purpose for which they were created. We accomplish this through helping our clients align their wealth with their values and then monitor and measure that alignment. We remove the pressure of managing finances so that our clients are free to fulfill their purpose.
We are an asset management firm that handles all aspects of the management of our client’s finances so that they are free to fulfill their purpose. We will know we have succeeded when our clients are no longer concerned with returns, investment choices, account management, and are focused on the fulfillment of their hopes, dreams, and heart’s desires.
App features include:
- Instant alerts on market trends and financial insight
- Market News blog posts direct to mobile device
- Make appointment requests
- Market Watch charts
- Login to Money Management tools
- June 10, 2014 Initial release