Is it mandatory to begin with financial planning services?
Yes, unless detailed planning work has been done just prior to engaging Carbahal Olsen. We consider financial planning to be a core feature of our wealth management offering. In order to support you at a high standard, it is critical that we understand your goals and objectives, but also specific financial information relevant to your planning objectives. In the long run, taking a more holistic approach to your finances allows us to align your investment plan to what is important to you.