CarrThaxton Client Experience

We are what we repeatedly do. Excellence then is not an act, but a habit. - Aristotle

Meet and Discover

During your initial meeting with CarrThaxton Financial Group, we seek to develop an appreciation of who you are, from your background and family life to your financial responsibilities and concerns. Our team makes every effort to create a welcoming and comfortable atmosphere, fostering an open and honest dialogue. Following this discussion of your unique goals, we’ll determine how we can help you get to your ideal destination and lay the groundwork for a strong partnership going forward.

Analyze and Educate

As we move into the next phase of our journey, we assess your current state of affairs and clarify the scope of our services. An in-depth analysis of your documents and data will help us to establish whether you need a financial plan, an investment plan, or both. Throughout this step, we also educate you on changing economic conditions, areas within your financial situation to improve or adjust, and options that make the most sense for you.

Recommend and Implement

Inviting you back to our office, our advisors share the strategies we’ve selected with you in mind. The detailed solutions we present are customized to your personal risk tolerance, while simultaneously accounting for your short, medium, and long-term timelines. Armed with your feedback, we finalize your plan and initiate a course of action which often involves seamlessly transferring assets and instituting new accounts.

Manage and Review

Because your plan is a living, breathing extension of your overall life plan, we regularly monitor its progress and update it according to your evolving circumstances. Periodic reviews and frequent communication allow us to remain proactive and moving in the direction of your chosen horizon.