Chase DeLeon

How do I help clients live a richer life?
As an advisor at Brighton Jones, my goal is to have a comprehensive understanding of what it means for each client to a live a richer life. This often goes beyond the balance sheet and includes their short-term goals and long-term aspirations. Through using the personalized CFO (PCFO) model to create a plan that works for each client, I get the opportunity to not only see them grow their wealth, but also align it with their values and passions.

How do I align my time and money with my values and passions to live a richer life?
I align my time and money with my values and passions to live a richer life by being intentional with how I spend each of them. When it comes to spending time that aligns with my values, nothing beats gathering together with all of your family and friends – regardless of what we do, the time spent together is invaluable. To align my money with my values and passions, I enjoy giving back to local organizations and shopping at local businesses!