Winter Company Planning Day

Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025

by | Jan 22, 2025

On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed “Building on a Solid Foundation.” This theme served as a reminder of our strong roots in the financial planning profession and our commitment to continually enhancing the services we provide to our clients.

The day was filled with camaraderie and meaningful discussions on how we can better serve our clients in the year ahead. We strategized ways to elevate client experiences, planned exciting upcoming events, and explored opportunities to enhance our team’s education and collaboration through industry conferences.

At Carter Financial, days like these reaffirm our dedication to not only strengthening our foundation but also building a future of excellence for our clients. Here’s to another year of growth, service, and success!
Amy Williams

Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years. Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration.

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