How We Do It

The Carta Group is a fully-integrated, comprehensive financial planning firm that provides a complete overview of your financial condition and planning issues. Each component of your financial situation – your estate, investments, retirement and business, if applicable, is carefully analyzed and evaluated. We then develop an objective comprehensive plan specifically tailored to help you meet your financial needs and objectives. Our personalized approach, understanding all aspects of your finances and implementing the best solution strategies, brings you confidence in helping to turn your personal and financial goals into reality.

What We Do

First, we provide creative design ideas in the areas of income, gift and estate tax savings, and also wealth creation – many ideas which you may not have been previously exposed to.

Secondly, we coordinate and collaborate with your other advisors, such as your accountant or attorney.

Third, and probably the most important, we act as your catalyst to get things done.

The Planning Process

Carta comes from the word cartography. This is the study and practice of making maps, which builds on the premise that reality can be modeled in ways that communicate information effectively. We utilize the following checkpoints to create your customized financial map so you can navigate life!

Comprehensive Planning

Consultation