ONBOARDING
Introduction
From the moment you schedule a consultation, our team goes to work for you – connecting you with an advisor suited to handle your unique needs. When it comes to first impressions, don’t settle for a handshake.
ONBOARDING
Discovery
You begin your planning process through an in-depth discussion to explore, identify, and discuss your values and life goals. Sharing who you are and what your financial stressors are, what financial worries keep you up at night, what your current financial literacy is, where you want to make changes, and what is primary for you currently is the core of discovery. Are there certain areas where we can make an immediate impact for you, and are there other areas you can continue to build over time?
ONBOARDING
Data Gathering
Here we get down to the details. We consolidate your financial landscape into a single place, and then bring your information into our wealth forecasting, risk analysis, portfolio review, insurance review, estate review, tax review, and retirement planning process. Now you can see what is working and what isn’t, and we help you understand why.
ONBOARDING
Proposal
What should you keep or change? What have you been doing that’s been working, and where can we bring you new strategies or ideas to improve your plan. This becomes a dynamic relationship that we keep refining over time as life continues to change. It goes back to how we can help you live with more clarity, it’s by building a strong base that you understand.
ONBOARDING
Implementation
Once you feel good about the plan, we bring it to life. We take care of investing and monitoring your plan. We provide ongoing support and counseling to you in the form of regular meetings, consistent updates, and check-in calls. This is how we build upon your plan, go deeper, and continue to help you have clarity and ease. The economic and political landscape is constantly changing, which means your investing and planning also need to adapt. When you are clear about your time frame and how your plan addresses different points of your life, you are more equipped to feel at ease throughout the cyclical and increasingly volatile markets.
ONGOING CARE
30 Day Check-In
You can be as involved in your wealth plan as you’d like thanks to the Carson Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
ONGOING CARE
90 Day Check-In
Once your wealth plan is in motion, we meet with you annually to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
ONGOING CARE
Yearly Check-In
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will help you develop a personalized wealth plan to help you pursue your goals.
