Financial Planning

Financial planning should be a collaborative effort. Successful financial plans are dependent on developing a relationship built on trust, transparency, and open communication.

Our Comprehensive Financial Planning Services include:

Investment planning and management

Insurance planning

Tax Planning

Retirement planning

College Savings planning

Estate Planning
Prior to engaging Charles Carroll Financial Partners, a written agreement outlining the financial planning services requested will be established. Our financial planning services are based on an hourly and/or fixed fee basis. The hourly rate depends on the complexity of the individual situation and the depth of work requested by the client. The hourly rate for financial planning is $150 to $250 per hour.

The client retains all rights to his/her financial plan. As such, the client is under no obligation to implement any of the plan's recommendations.

Should a client wish to implement some of the investment recommendations or financial objectives recommended in the financial plan, we’re available to assist.
The financial planning process typically begins with an initial meeting, where together we discuss your financial situation, needs, and goals. This first stage helps to determine the scope of the relationship and identify opportunities relevant to the financial plan.

Why choose a fee-only financial planner?

A fee-only financial planner doesn’t sell financial products for compensation but instead works for an hourly rate much like an accountant or attorney. By choosing a fee-only financial planner, you can feel confident that any recommendations of financial products or investments are developed with your best interests in mind. In addition, at Charles Carroll Financial Partners, you have the added advantage of a NAPFA advisor, a highly trained fee-only financial planner who is 100% committed to their client, and who adheres to the strictest standards of service as set by the National Association of Personal Financial Advisors.

What is a financial plan?

A financial plan is a sequence of steps designed to allow an individual or business to achieve their financial goals (i.e. creating a retirement plan, saving for college, or paying down debt). It should take into account the current financial position of the individual or business, the client’s future goals, and the client’s tolerance for risk.

Why is financial planning important?

Financial planning creates a concrete and actionable plan for individuals or businesses to reach their financial goals, and allows for the monitoring and tracking of progress towards specific goals.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free. 

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© 2019 CHARLES CARROLL FINANCIAL PARTNERS. All rights reserved.

The information presented on this website is for information on matters of interest only. Given changing laws, rules and regulations, there may be delays, omissions or inaccuracies in information contained on this website. The information in this website is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. Before making any financial decision, you should consult one of the Charles Carroll advisors. Every effort has been taken to see that the information contained on this website is accurate. Charles Carroll in not responsible for any errors or omissions, or for the results obtained from the use of this information. Charles Carroll and its employees are not liable to you or anyone else for a decision made or action taken based on the information on this website