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Our Approach
Carpenter Associates is a Fee-Only financial advisory firm helping people navigate the various financial aspects of life. Our financial planning process focuses on you, helping you understand your options, and exploring the possibilities in your life. Our approach is all about simplifying your life; giving you more time to do the things you want to be doing, confident that your financial life is in great hands. Life gets busier by the minute and our clients find themselves with more time to do the really important things in life, once they have a plan and someone to help them achieve their goals. The results are satisfied clients who are secure and have a renewed peace of mind. We develop long-term relationships with our clients. This is an outgrowth of the personal nature of our service, and the value that such a relationship adds to peoples lives, beyond just investing their money. We provide our clients with a year-round financial resource whom they can call with any question that arises without worrying about getting a bill for a ten minute phone call.We want to be there when issues arise, and we want to know when things are keeping them up at night. Although we are advocates of a comprehensive approach to financial planning we also address individual issues ranging from retirement, tax, and estate planning; to stock option exercise strategies and education financing. Most clients become investment management clients following their initial financial planning engagement. Our unique investment strategy, utilizing low-cost institutional index mutual funds to build truly diversified portfolios, brings a simple and effective methodology to investing that works.
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