Our Process

In a nutshell, we view the planning process as finding out where you want to go; where you are currently, and then we determine the optimal strategies to help you reach your destination. That may be a straight-line approach to achieving goals, but laying the foundation of a well-prepared financial plan can create the needed structure and clarity to deal with future uncertainty. Inevitable changes in financial circumstances and goals may require modifications to planned strategies. However, a solid plan foundation will make it easier to make changes if necessary to keep the focus on long-term objectives.

 As you enter various phases of your financial life-cycle, you need access to a source of information that can help you make better informed financial decisions while you confront changing financial issues. At Carr Wealth Management, adding value can be as much as helping clients make the right decisions as it is helping them avoid the wrong ones.
 

Where You're At Now?

If we cannot get an accurate picture of where you currently stand financially, how can we possibly know the best strategies to help you reach your destination? Identifying your current financial condition can tell us more about your liquidity needs, cash flow, income sources, and, most importantly, your level of risk tolerance.

Where Do You Want To Go?

Your goals and objectives should drive all recommendations, ideas, and strategies used in a plan. When the focus remains on accomplishing your goals, the means used to attain your goals become easier to manage. We take pride in understanding our client's vision, which is not necessarily numerically driven but created by their desires for a more certain future for themselves and their families.

How Are You Going To Get There?

Avoiding product-driven ideas and strategies are at the core of Carr Wealth Management's unique knowledge-driven service. To ensure you stay on the right path, you need expert financial advice in various areas. We can identify the most cost-efficient strategies to help you reach your goals and convey the results of your ongoing plan to you in a way you can feel confident that you have access to high-quality financial advice.