Financial planning for busy professionals
A full life. A financial plan to match.
Personal guidance across your accounts, benefits, tax planning and retirement, so you can work through financial decisions without carrying the complexity alone.
30 minutes · Phone call or Zoom
Planning in the context of your whole life.
- Work
- Life
- Your financial plan
The moving pieces
Make room for financial follow-through.
A collection of accounts is only part of the picture. The planning process connects your decisions, weighs the trade-offs and sets priorities for what needs attention next.
Accounts & benefits
A review of workplace benefits, retirement accounts and savings helps you see how the pieces fit, where they overlap and which decisions need attention.
Cash flow & taxes
Cash flow planning weighs today's spending against longer-term goals. Coordination with your CPA brings tax considerations into the discussion before you decide on next steps.
Ongoing follow-through
Regular planning conversations revisit your priorities as work and family life change, with guidance on what to address now and what can wait.
A planning partner
Alex Carter, CFP®
I am a CERTIFIED FINANCIAL PLANNER® professional working with successful individuals and families who want financial complexity turned into a clear strategy and precise execution.
My role is to bring the moving pieces into one conversation and guide you through the choices. Together, we build a plan around your goals and review the next steps as life changes.
More about AlexBefore you reach out
A few practical questions.
Do I need company stock to work with you?
No. I work with professionals and families across investments, retirement, cash flow and other financial decisions. Equity compensation is one area of my work when it is part of your situation.
What happens on the discovery call?
In a 30-minute phone call or Zoom meeting, I learn about your situation, answer your questions and discuss whether my approach fits what you are looking for.
Is there an account minimum?
There is no minimum account size. What matters is whether the work aligns with your situation and needs, and that is what we determine together in the discovery call.
How are your fees structured?
I work with clients in two ways:
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.
Your next step
Let’s talk through your priorities.
I’ll learn about your situation, answer your questions and discuss whether my approach fits what you are looking for.
30 minutes · Phone call or Zoom