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Connect with Carolina Financial Advisors

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(336) 333-0176jessica@carolinafinancialadvisors.com
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 * Who We are
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   * Investment Management
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   * Corporate & Non Profit 401(k)/Retirement
   * Values Based Investment & Biblically Responsible Based Investing
   * Philanthropic Counsel
   * Estate Planning
   * Tax & Business Services
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   (336) 333-0176jessica@carolinafinancialadvisors.com

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Previous slide. current slide title Peace of Mind


PEACE OF MIND


THE LONGER YOUR PERSPECTIVE IN YOUR DECISION-MAKING PROCESS


THE BETTER THE DECISION IS LIKELY TO BE


FINANCIAL FREEDOM

Next slide. current slide title Peace of Mind
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Working Together


OUR PROCESS

Your family is important to you. Your family is important to us as well. That’s
why we take the time to understand your unique situation—your goals, your needs,
the hopes that you have for your children. Together we’ll implement a plan
tailored for your specific situation.

step 1


PERSONALIZED RECOMMENDATIONS



We'll provide individual financial advice; presenting an overall plan to help
you pursue your goals. We'll provide you with options, when applicable, for you
to consider. We'll make investment recommendations. And we'll answer any
questions that you might have.





step 2


SUBSEQUENT CHECK-INS

We'll review your progress and your investments. We'll take into account any
changes that could affect your overall plan. We'll test the assumptions we've
made together to determine if the plan we've put together is still sound.



step 3


ONGOING QUESTIONS AND ISSUES

Issues come up. When they do, we're here for you. Whether you have questions,
need assistance with some aspect of your financial plan, or just want
reassurance, you can reach out to us at any time.



step 4


INITIAL MEETING

As a first step, we'll discuss what's important to you, any specific concerns
you have, and your short-term and long-term goals. We'll also review your
current financial situation, and may ask you to provide bank and investment
statements, retirement plan statements, and insurance documentation.





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CAROLINA FINANCIAL ADVISORS

100 East Lake Drive
Greensboro, NC 27403
(336) 333-0176

(336) 355-9027

jessica@carolinafinancialadvisors.com

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  | Chris Jones ADV 2A , 2B & 3  |  Bill Poland ADV 2A, 2B & 3  | David Belk 
ADV 2A, 2B & 3 | Patrick Williford  ADV 2A, 2B & 3 | Disclosure 

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