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Our Planning Process

We coordinate all aspects of your financial planning process. In the areas where we are not experienced, Carr Financial works with a network of professionals who are professionals in their field.

We can refer you to advisers in the following areas that can assist you:

  • Attorneys (wills, trust, elder care) (landlord-tenant, property issues) (divorce and mediation)
  • CPA's and other tax professionals
  • Mortgage Services
  • Property & Casualty Insurance Agents
  • Scholarship contacts for athletic students who plan to attend college
  • Planned giving and Charitable Giving contacts
  • Professional family counselors
  • Budget counselors

The first step we take is to get to know our clients. We gather financial information but we also need non-financial information. 

Only when we feel we have learned enough about a person can we begin providing advice.

At the beginning of our work together we establish a mutually agreed upon Investment Policy Statement. It should be viewed as the business plan for managing an investment portfolio. 

The Monitoring Step is where we spend a large part of our time. It is our duty as Investment Advisers to monitor the performance of the money manager or mutual funds that were selected.