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Are You Ready to Take Control? We’ll Lead the Way.


Whether you’re the owner of a small business or climbing the corporate ladder, our advisors have designed a process to help set, implement and pursue your personal and financial goals.

We’ll strive to ensure your level of comfortability is met by offering transparent strategies centered around trust and understanding.


The Carmichael Financial Process



Step 1:

Introduction

Before we begin planning, we’ll start by getting to know one another. Help us understand your unique financial needs and goals so we can better prepare our strategies.


Step 2:

Discovery

Based on our introductory meeting, we’ll research an appropriate set of options for you. During this time we’ll take into account your current financial situation and any goals or expectations outlined previously.


Step 3:

Solutions

After we’re confident in the options we’ve found for you, we’ll develop a personalized financial plan designed to help you stay on track and pursue your goals.


Step 4:

Implementation

Once you’re comfortable with the plan we’ve developed, we’ll set your strategy into motion.


Step 5:

Ongoing Reviews

We’ll regularly review and update your plan to help ensure you’re on track to meet your goals. In addition, we’ll coordinate with your legal and tax advisors as needed.


Let's Get Started