Our Process

  The discovery meeting is an opportunity for you and Alexandra Carbone to get to know each other. Alexandra will share her approach to financial planning, the services she provides, and how she works with clients. At the same time, she'll learn about your goals, priorities, and what matters most to you to determine if there's a good fit for a long-term partnership.

We'll gather both hard data (income, assets, liabilities, and existing accounts) and soft data (values, goals, and preferences) to create a complete picture of your financial life.

We'll present our analysis, review personalized recommendations, and discuss priorities and next steps to help you move forward with confidence.

During the action phase, we'll put your strategy into motion by implementing the agreed-upon recommendations and taking the necessary steps toward your financial goals.

Financial planning is an ongoing process. Through regular reviews, we'll monitor your progress, discuss any changes in your life or goals, and make adjustments to help keep your plan on track.