Sue Chesney

Sue and her team of planners at Delegated Planning are our trusted allies in crafting and upholding our clients' financial blueprints. With decades of collective experience, mastery of diverse software tools, and top-tier industry certifications, Delegated Planning goes beyond mere data analysis. They meticulously scrutinize every detail to devise strategies that enhance plan outcomes, ensuring that each recommendation aligns perfectly with your unique financial aspirations.

We collaborate closely to pinpoint the most optimal solutions tailored to your objectives.