Our Clients
Are the heart of our practice
We are honored by the trust you place in us. Our goal is to establish a lifelong relationship that empowers you to live the best life possible with the money you have, longer and larger than you ever thought possible.
Our Purpose
Help others pursue lives of significance.
Increase life’s vision.
Embrace life’s outcomes.
Our Core Principles
- Trust is earned
- Ensure every conversation is meaningful and delivers value
- It is OK to dream
- Never assume, always start each conversation with a clean slate
- Questions are the answer
- Tell the truth regardless of discomfort and risk (but be as gentle as possible doing so)
- A plan is nothing – Planning is everything
- Money in and of itself is worthless
Our Operating Values
Honesty
We will always answer your questions and concerns accurately and truthfully.
Courtesy
We respect you and your time. We don’t plan on making you wait, whether for a meeting or in returning phone calls and emails.
The Golden Rule
We place our clients’ interests above our own and only make recommendations that we believe are in their best interests. We treat them as we want to be treated with complete respect and trust.
Competency
We are professionals with decades of experience and maintain the highest level of professional competence by spending several weeks a year attending professional seminars and workshops. We seek out coaches and other experienced professionals to help us maximize our effectiveness for clients.
Trustworthiness
By adhering scrupulously to the values above, we will endeavor to earn the most important asset of our business – the trust of our clients.
Our Promise to You:
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
We want to add convenience to your lives and many of our services are designed to do just that. Whether working in tandem with your other advisors or providing holistic planning services, we’re on your team and offer simplicity and clarity to you.
The team that we’re partnered with to serve you is knowledgeable and Carson Wealth has many awards and accolades. We exist to serve as your guide for life’s big tradeoff decisions and by working with us, we want you to be confident you made the right decisions.