4695 Chabot Road
Welcome to the Financial Planning overview page of Carr Wealth Management, LLC. Seeking financial advice in accomplishing long-term goals is a huge step. Financial planning is a different animal than most things we typically plan for. More common goals such as exercising more, weight loss, self-improvement, or other shorter-term objectives involve less uncertainty; we like that. On the other hand, financial planning may involve planning for many years into the future which involves greater uncertainty.
The success, or failure, of reaching goals is usually entirely up to the person making the goal – a weight loss goal must be accompanied by a decision by the person who has the control to reduce their eating. Financial planning, on the other hand, does require some personal sacrifices such as budgeting or forced retirement plan or savings contributions, but many variables are outside of our control such as inflation, interest rates, investment returns, tax rates, and other uncertainties.
Planning effectively for your financial future requires a source of expert knowledge, decades of experience, and a fiduciary who is required to act in your best interests. Please explore our website and please contact us if you have a question or if you would like to schedule a no-charge consultation.
WHAT IS THE CERTIFIED FINANCIAL PLANNER CERTIFICATION?
ETHICAL DUTIES OF CFP® PROFESSIONALS
Our firm believes that sound planning involves a process that creates an opportunity to see where you are at now, where you want to go, and how you are going to get to your desired destination? The cornerstone of a sound financial plan are the objectives and goals one seeks. However, planning for your financial future can be filled with many uncertainties and roadblocks to your destination. Our role is to guide you through the dangerous detours, hazardous speed-bumps, and alluring short-cuts that all serve to impede or even halt your progress.
Finding the optimal strategy for your social security benefits requires knowledgeable advice - not products!
View articles, slide shows, and videos and common planning topics.