Estate and legacy coordination
Your intentions matter.So do the details.
Connect account ownership, beneficiary decisions and your financial plan with the legal work of your attorney.
Schedule a Discovery Call30 minutes · Phone call or Zoom
One decision rarely stands alone
Your next decision.
The whole picture.
Choose what’s on your mind. See what we can consider together.
A question you might bring
Does the way I give still fit my intentions?
Coordinate the purpose, the assets and the timing.
Considered together
Who or what do you want your giving to support?
Which assets could be considered alongside your own needs?
What should your CPA and attorney review before a gift?
Your planning partner
A personal relationship.
A connected plan.
I coordinate your full financial picture across tax, investments, retirement, and estate planning, so you stay informed without carrying the complexity alone.
Get to know AlexTwo ways to work together
Financial planning only
Planning with investment management
Explore fees and services
From the resource librarySomething useful to start with
Estate Planning Essentials
Questions about beneficiaries, ownership and the people who help carry out your intentions.
Read the guide Educational PDF · No email requiredBefore we talk
A few practical details.
When does it make sense to hire someone like you?
The clients I work with best are usually at an inflection point: a significant income jump, a business sale, a growing family, equity compensation that's getting complicated, or a realization that they've been too busy to give their finances the attention they deserve. If you have the income and complexity but not the time or expertise to manage it well, that's when I tend to add the most value.
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.
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.
Start here
Bring your questions.
We’ll start there.
We’ll talk through your situation, your questions and whether working together is a good fit.
A conversation withAlex Carter, CFP®Discovery Call
Choose a time on the next page.