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Our Process...

A strong planning process is the best way to create a more financially secure plan. Our clients put their trust in Carolina Financial Partners because of our seasoned ability to examine and interpret the markets, then structure sound advice that helps them grow and limit their risk.

We work with our clients to develop a financial plan, savings discipline, investment plan and a risk tolerance model. This comprehensive strategy will help you achieve your financial goals and let you plan for the life events which concern you. We help our clients by focusing on tax efficient strategies and long term investing tailored to their individual plan.

Our clients look to us to grow their wealth. That's why we personally meet with you to present an analysis and discuss our recommendations. We still believe in developing relationships in picking up the phone and talking with our customers.


We Have the Tools and Background to Provide the Services That May Fit Your Needs

Our Approach

All you need for a dream is inspiration, however to achieve that you need a plan. At Carolina Financial Partners & Associates it is our goal to help you turn your dream into a reality. Working together, we will evaluate your finances, develop a unique strategy, work with you closely to implement, and guide you long-term to ensure success. 

Organize & Engage

Before our first meeting we will send you a Discovery Questionnaire that will help you organize your financials, determine your comfortable risk level, and define your unique goals and objectives. We will review your questionnaire, and listen as you tell us about yourself, your family, and what you want to achieve both short-term and long-term. Your story is unique and it is our goal to create a plan that reflects just that. 

Analyze & Design 

We will analyze and consider all aspects of your current situation to determine what you need to achieve your goals. We will design a plan that is unique to you that will include: Risk Management, Lifestyle Planning, Tax Management, and Legacy Planning. 

Implement & Review

At our welcome meeting we will review final recommendations, listen to concerns, and introduce you to the Carolina Financial Partners & Associates experience. Your plan is designed to help achieve all your goals but in order to ensure we stay on track , we continually analyze performance and make recommendations as needed. We will schedule phone calls, meetings and lunches to ensure that your plan is always in line with your goals. 

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Find Your Perfect Fit

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