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Ryan Carter
Principal, Financial Planner
CFP®, ChFC®
Funded Life Financial, LLC
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives, Millennials & GenZ, Teachers & Educators
Major Milestones I Specialize In
Early Retirement or Financial Independence, Getting Married and Starting a Family, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I believe financial planning should make your life easier and help you feel more confident with your money. I start by getting to know you, your goals, and what feels overwhelming or out of order. Then I help you create a plan that fits your life and work through it one step at a time. I’m here to help you make decisions and put them into action, whether that means organizing accounts, building a cash flow system, reviewing benefits, or planning for a big life change. We’ll meet regularly and adjust your plan as life changes, so you always have someone to turn to for guidance and support. More than a planner, I’m your partner.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.