Financial planning for professionals
Your career. Your life. One coordinated plan.
A coordinated plan brings your investments, tax planning and retirement into the same conversation, with personal guidance on how each decision fits the life you want to build.
30 minutes · Phone call or Zoom
Your career is one part of a bigger picture.
- Career
- Financial decisions
- Life ahead
The moving pieces
Consider the decisions together.
Your priorities set the direction. The planning process connects your accounts, benefits and goals so you can weigh choices in the context of your whole financial life. Company stock can be part of that picture, but it does not need to be.
Investments in context
A review of your accounts, benefits and investment choices connects each to its purpose, helping you understand the trade-offs in how your money is allocated.
Taxes & retirement together
Retirement and investment decisions are reviewed alongside tax considerations, in coordination with your CPA, so you can weigh their effects together before choosing a direction.
Life beyond work
Family priorities, career changes and future plans shape the conversation. Your financial plan provides a framework for weighing those choices against what matters to you.
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.
You do not need company stock or a particular job title. I help you work through the complexity you want support with, explain the choices and build a plan that reflects your priorities.
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