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"For I know the plans I have for you, declares the Lord, plans to prosper you and not to harm you, plans to give you hope and a future." - Jeremiah 29:11
PURPOSE STATEMENT
The Matt Carothers Team exists to uplift and serve others by managing their financial dreams and harvesting peace of mind.
PLANNING FOR THE FUTURE
Do you have a well, thought-out financial strategy that reflects your core values and beliefs? Does your entire team focus on this when helping you make smart decisions with your money? If not, then let us get together and have a quiet conversation. The Matt Carothers Team will work with you to reach your goals. If you have additional questions please contact our office to schedule an appointment with Matt.
WEALTH OPTIMIZATION
With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Matt Carothers uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value. Matt breaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management. Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical. Matt will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan. Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.
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