Keeping You Informed
At Carter Financial Management, our goal is to deliver a superior client experience. However, we understand that the definition of personal service is unique for each family. As such, our value is in helping you choose and define the level and type of service that best matches your own needs and preferences. Understanding your preferences for specific services and how we help you use them is what sets us apart.
The Carter Client Service Experience outlines a representative array of personal services through which our services are delivered and communicated. These include:
- Print Communication, including monthly Statements, regular bulletins, updates & notifications, written reports & information (e.g. Analyses of Stock or Retirement Options), and tax statements sent directly to your CPA.
- Phone Communication, including regularly scheduled calls, the promise of a live voice (unless a voicemail is requested) and a response to your questions with 24 hours, follow-ups on account activity, issues, and any other items of concern.
- Personal Meetings, including regularly scheduled face-to-face account reviews, client educational events, meetings with other client advisors (such as your CPA or attorney) as needed, and any other requested meetings.
- Online communication, including 24×7 access to your accounts, all written correspondence, reports, and statements, daily market reports, system set-up & online tutorials, 24-hour response to email questions, and non-urgent updates & notifications.
Our in-depth planning process and ongoing client education programs play a key role in ensuring we achieve our goal of delivering consistent, end-to-end quality to every client.