We start with a 15-minute phone call. This gives us a chance to get to know each other and see if we are mutually a good fit.
In this 60 to 90-minute meeting, either in person or via Zoom, we will go over the most important goals, dreams, and any concerns you have. The answers you provide in this meeting along with the requested documents will lead us down the path of formulating your personalized wealth plan.
Using the information provided by you, we formulate our analysis of your current situation, as well as where you want to be. We formulate comprehensive recommendations to set you on the path to achieve it.
This in person or zoom meeting is solely for going over our analysis and recommendations with you and provide answers to any questions you may have. Once the plan is laid out and all is agreed on, we will move forward to implementation.
This is where we start to implement your wealth plan. We will complete paperwork, help with any additional contacts, or assist you in the gathering of any additional paperwork. As a client we will be assisting you from now on.
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.
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.
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.