The Cara Wealth Management Process
Our team is focused on providing you a “One Stop Solution” to address and provide you with solutions to help meet your financial needs. Nothing is more important to us than the trust we feel we have earned, as we help you develop a plan that you will finally feel confident in a process and a plan that will work for you, knowing that you didn’t have to go it alone.
Here is a sample of the process we take every client through:
Step One:
Make an appointment. Call our offices, which are conveniently located at 8101 College Blvd (Between Antioch and Metcalf), in Overland Park, KS, at 913-888-6888 or Click here to schedule an appointment with one of Cara Wealth Management's Insurance and Financial Professionals.
Step Two:
We will assist you in gathering all the necessary data to help you develop a clear picture of your current financial picture. We will work with you to help provide you with simple alternatives to what seemingly are the “complex problems” you face on a daily basis, so you don’t have to go it alone!
Step Three:
Based on your unique financial and personal goals, we will hand-tailor a comprehensive plan to help you and your family navigate through your retirement years. We will include in your plan:
- Alternatives with respect to your Medicare Insurance needs and the various plans available to you.
- We will show you how those disciplines interact with other financial aspects of your Retirement Plan including Annuities, Life Insurance, and other Financial Products.
- Home and Auto Insurance.