3rd+ visit:

You are now officially a client of Carr Capital! In the visits that follow, we begin to put your plan into action and work together towards your financial goals. Depending on the complexity of your plan, you could expect to have anywhere from 3-5 visits total with us to get your plan fully functioning. We will be working tirelessly behind the scenes for you, just as we expect you to be working with us in the process of implementing your plan.