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Address:

7400 College Blvd, Suite 360
Overland Park, KS 66210

Phone:

913-888-6888

Fax/Other:

913-888-6889

The Cara Wealth Management Process

Our team of highly qualified professionals is focused on providing holistic, comprehensive and innovative solutions to meet our clients' financial needs.  As true financial professionals for pre-retirees and retirees, nothing is more important to us than the confidence our valued clients place in our ability to help them through a unique and thorough approach to wealth management. 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 College and Metcalf, in Overland Park, KS, at 913-888-6888 or Click here to schedule an appointment with one of Cara Wealth Management's caring financial professionals

Step Two:

We will assist you in gathering all necessary data to develop a clear picture of your current financial picture. We will work with you to uncover the goals and dreams you have for the days ahead. In order to make your “Retirement Profile” personal and accurate, you will need to have a few pieces of information on hand when we meet.  Click here for the Client Starter Pack.

Step Three:

Based on your unique financial and personal goals, we will hand-tailor a comprehensive plan to help you achieve your retirement dream.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck