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Fee Only Financial Planner

Appointments Encouraged 

Walk-ins Welcome

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2200 North Loop West Houston, TX 77018

832-225-2000

info@carbon-wealth.com

© 2020 by CARBON Wealth Advisors, LLC.

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FREQUENTLY ASKED QUESTIONS

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CARBON is a fee-only wealth planning, and career coaching firm specializing in providing financial advisory and strategic services to individuals, families and small businesses alike.

 

We are founded on the basis of providing world-class financial coaching and strategic insights at an affordable rate to all income brackets; whether you are just starting off on your financial journey, or are an experienced professional; CARBON can provide the support you need to accomplish your wealth and career goals.

What is CARBON Wealth Coaching?

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Whether you know exactly where you are on your path to financial success, or are unsure where to start; CARBON offers distinguished options for both individual and business-grade services that help you stay in control of your finances, and continue on a productive path to achieving your goals.

We will start with a custom financial plan made specifically to your situation and needs, from there we will work together to tackle the major objectives needed to reach new financial milestones. CARBON will work diligently to ensure you are not only making progress, but also maintaining a strong understanding of the underlying details of your money and your finances.

How can CARBON help me?

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As a fee-only advisory and strategic consulting business, which means we never sell you any additional products of any kind, such as insurance, underwriting plans, portfolio add-ons, or anything else that you don't need to be bothered with. The only way CARBON makes money is the flat fee for rendered services, which means no commissions, and a reassurance that the guidance you receive is always for your best interest alone. As fiduciary advisors, we always keep your future and priorities in focus to continue help you develop your wealth.
 

We are committed to ensuring that our customers become completely knowledgeable about their own finances, and have the perspectives needed to not only ask the right questions, but turn answers into action, and continue to secure their future financial sustainability & prosperity.

What services does CARBON offer?

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CARBON does NOT handle any work outside of our services offerings, this includes any and all services related to: legal work, accounting, fund management, insurance policies of any kind, product sales, investment grade sales, or any tax-related work of any kind.

 

If a client requests services which we do not offer, we will direct them to a qualified professional ready to assist in whatever their specialization is. CARBON stays committed to finding the best outcome for the client, even when the client is in need of services outside of our scope.

 

We will always get you to a dedicated resource to address your needs if we can't do so adequately, or if it is outside of our expertise, that is CARBON 100% satisfaction guarantee.

What services does CARBON not offer?

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As one of our members, these benefits come standard with the CARBON satisfaction guarantee

  • We keep you in control of your money: Don't pay for the privilege of someone else losing you money, instead partner with a CARBON coach so you can gain a clear understanding of all aspects of your personal and business finances. We do not manage your money for you, instead, we coach you on the fundamentals and strong financial principles that will lead to building and diversifying your wealth. The more you learn, the more you earn!

  • Flat Rate Financial Services: Are you in need of more than one service? Take advantage of our flat fee career coaching and wealth generation services; with $0 commissions and $0 additional fees, you always keep 100%  your realized return on investments.

  • On-Demand Access to your Dedicated Advisor:  Why settle for having to squeeze appointments during business hours only? We are here to serve you and flexibly work around your busy schedule. Enjoy direct access to your CARBON Coach  7 days a week, all year long (YES, unlimited access is included with your flat rate membership fee)

  • Access to Advisors After Hours & on Weekends: Too busy to make it during the week? No problem, just contact your advisor and schedule your in-office or virtual appointment at your convenience. 

  • Price Lock Guarantee: When you sign up with CARBON, you are locking in your existing rate for as long as you are a member. If we raise the price of our services in the future, you can rest assured your rate will not change, and neither will your access or delivery of service.

  • No Hourly Fees: Although it is extremely common in financial planning to charge clients by the hour, CARBON never limits your access to your advisor or appointments; so you can rest assured you will get the answers you seek and workable solutions to accomplish your specific finance goals.

  • No Hidden Fees of any kind, ever: Your membership fee is the only way CARBON earns revenue, we never sell any kind of products, and we never push you to buying anything you don't need or is not in your best interest. What you see is what you get, and you never pay for more than what you need!

  • No add-on or product sales: Unlike our competitors, we never make any attempt to sell you on anything you don't need; in addition, because we are fiduciary advisors, the best interest of our clients is our top priority, even if it's at our expense.

 

 

Why choose CARBON over other advisors?