Comprehensive Planning
Carta is the root of the word cartography, which is the process and art of making maps. At Carta Wealth Planning, we believe our process can develop a personalized financial map that incorporates your personal beliefs with your financial situation. We utilize the following checkpoints to create your personalized financial map so you can Navigate Life!
Interview
- Ask questions so we understand what is important to you
- Answer your questions to establish a basis for working together
- Collect information / data
Engagement
- Provide client with detailed planning opportunities or coordination gaps
- Introduce client to planning systems and services
- Determine if we are a ‘good fit’ to work together
- Establish fee and formalize relationship
Plan Design
- Establish near and long-term financial planning objectives
- Complete analysis of your current situation
- Complete risk assessment and develop risk reduction strategies, including review of existing insurance coverages
- Develop/update estate plan
- Develop comprehensive investment strategy
- Creation of retirement or other long-term plan designs
- Determine adjustments necessary to accomplish goals
Plan Presentation
- Present personalized, comprehensive financial plan
- Review recommendations
- Create time frame to implement recommendations accepted
Implementation
- Go out to the marketplace as your advocate, to identify appropriate strategies for implementing your financial plan and working toward completion of your planning objectives
- Coordinate the implementation of our recommendations, such as risk reduction/insurance, investment management, tax reduction strategies, estate and/or business planning documents, or other adjustments for long-term goals such as retirement.
Navigate Life
- Review your situation at least annually to determine what adjustments are necessary to maintain meeting your planning objectives
- Access to financial planning website and resources so you can track your progress towards long-term goals
- Monthly newsletters and commentary on the financial markets or other financial topics
- Ongoing review or management of investment accounts and insurance policies
- Proactive ongoing contact with you and any other members of your financial team such as accountant or attorney
