360-Degree Wealth Planning

A focused planning process to help you live the lifestyle you choose.

We bring a full 360-degree approach to managing your wealth by using an easy, step-by-step process aimed at enhancing  your confidence in achieving your goals. It begins with a series of conversations about your personal situation and continues as we work with you to fully understand and prioritize your wealth management needs.

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1. Starting the conversation. 
During our initial meeting, we get to know a little about you, your family and your situation. We introduce our Wealth 360o planning approach, and then decide if it makes sense for us to work together.

2. Discovering your needs.
Through a series of conversations we uncover the details of  your unique situation. We discuss your long-term and short-term goals and priorities, the roles of your other trusted advisors — e.g. your accountant, lawyer, and estate planning attorney — as well as your estate, legacy, family security, tax, and philanthropic strategies. This in-depth discovery allows us to analyze your total wealth management needs.

3. Planning for the future.
Next, we employ our Envision® planning tool. This tool uses what we learn to help create your strategic asset allocation and investment strategy. We customize your plan to take into account your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk and asset allocation strategies.

Carter Envision.jpgLearn more about Envision planning

4. Monitoring progress toward goals. 
To help keep your plan on track and in line with your goals, we will touch base with you at least every 90 days. We also use our tools and technology to track performance, investment allocations and progress towards your goals then make adjustments to your plan whenever necessary.