Consultation

Checkpoint 1

Exploration

Interview

Establish a basis for working together
Listen and ask questions to fully understand what is important and what should be accomplished

Checkpoint 2

Orchestrate the Elements

Plan Presentation

Analyze all outside investment accounts and/or insurance contracts
Present analysis and written summary

Checkpoint 3

Set Sail

Implementation

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

Checkpoint 4

Monitor the Terrain

Navigate Life

Customized client calendar of events outlining contact during the year
Ongoing review of investment accounts or insurance contracts, if held with The Carta Group
Review of changes to personal situation, estate and tax law updates