Carter & Carter Financial

Our Client Process
We employ a disciplined process to craft solutions designed to meet your financial and life goals.

Our process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between you, our team, and outside professionals if needed.

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Setting up a financial plan is a four-step process:

Understand
The first step to a successful plan is to get organized.  We use a variety of tools including questionnaires and interviews to understand your personal goals, current financial situation, investment experience, and risk tolerance.  In this step we make you fully aware of our capabilities and provide educational support to assist you in understanding the scope of services we offer to help you meet your objectives.

Design
We analyze the information you share with us and design solutions intended to help you reach your objectives.  Our financial plan and investment process includes the use of a variety of tools depending on your objectives, risk tolerance, time horizon, tax situation and investment experience.  This step may involve collaboration with tax and legal professionals. 

Implement
In this step, we execute your customized strategy.  We will implement your plan in the most efficient and cost effective manner.   This involves the selection of specific account types, investment products and optional services; we then complete the necessary paperwork in a coordinated approach. 

Manage
Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed.  A key to this step is your involvement in the process and communication of any significant changes in your life.  We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. 

We have long term relationships with most of our clients.  Our goal is to work with you over the years and adjust your plan according to your life changes. We look forward to working with you and your family to meet your life goals.

Getting Started: Please give us a call at (541) 683-2900 or (800) 338-4436
e-mail charlene@carterandcarter.com

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