Financial planning for professionals and families

A full life.
One coordinated plan.

I coordinate your investments, tax planning and retirement around your life and family.

Schedule a Discovery Call

I practice as part of SC Financial Group, with securities and advisory services offered through LPL Financial.

Alex Carter, CFP, financial planner — Alex Carter, CFP^®
Bellevue, WA

Your next decision

Start with what’s on your mind.

Your planning partner

The decisions connect.
So should your plan.

I coordinate your full financial picture across tax, investments, retirement, and estate planning, so you stay informed without carrying the complexity alone.

CFP^® professional13+ years advising clients

Meet Alex

Your goalsOne coordinated plan

Cash flow & benefits
Investments
Tax planning
Retirement
Insurance
Estate planning

What comprehensive planning includes

The aim of comprehensive planning is a financial structure that keeps pace with your life, where decisions are made deliberately instead of by default. Outcomes depend on markets and your circumstances, and no approach removes investment risk. I work across investments, taxes, retirement, insurance, estate planning, and cash flow as one integrated strategy so you can make decisions with confidence instead of guesswork.

Working together

A clear process from the start.

01
Discovery Call
Schedule a 30-minute discovery call. We'll talk through your goals, answer your questions, and see if we are a good fit.
02
Financial Review
Share your financial picture: accounts, statements, goals, and concerns. I analyze everything to build a complete understanding of your situation.
03
Strategy Presentation
I present a comprehensive financial plan tailored to your specific goals, timeline, and risk tolerance. Ask questions, make adjustments, feel confident.
04
Implementation
I coordinate the implementation with you: account transfers, investment allocation, insurance applications, and ongoing monitoring.

Financial Planning with Investment Management. An ongoing advisory fee calculated as a percentage of your household advisory assets, billed quarterly.

Financial Planning Only. A fixed quarterly fee, with no assets required.

The investment management fee scales with the assets I manage. The planning-only fee is based on the complexity of the work. I walk through both structures with you in our first conversations and we determine which one fits your situation.

Fees & Pricing