Planning 'Lite'

At Carta Wealth Planning, we understand not everyone is looking for a comprehensive financial plan, for various reasons. Whether due to a current pressing financial need that requires immediate attention, the stage of life you’re at, or because you’ve completed prior financial planning items that still work for your situation. For these situations, we utilize the following checkpoints to create a simplified, personalized financial map so you can Navigate Life!

Checkpoint 1

Checkpoint 1

Exploration

Chart Your Course

Ask questions so we understand what is important to you
Answer your questions to establish a basis for working together
Collect information / data
Determine if we are a ‘good fit’ to work together
Establish fee and formalize relationship

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Checkpoint 2

Checkpoint 2

Reduce the Complexities

Plan Design / Implementation

Establish near and long-term financial planning objectives
Complete analysis of your current situation
Determine adjustments necessary to accomplish goals
Coordinate the implementation of our recommendations such as insurance, investment management, estate planning recommendations, and retirement income plan.

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Checkpoint 3

Checkpoint 3

Set Sail

Implementation

Go out to the marketplace, as an advocate on your behalf, to identify the most appropriate strategies to satisfy the objective(s)

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Checkpoint 3

Checkpoint 3

Monitor the Terrain

Navigate Life

Review your situation at least annually
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

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