In this video, CCM Founder Jeff Carlson explains what a new client at CCM can expect during what we call the Discovery Process. In our experience, this approach to learning about you and your family helps us best create a custom plan that has the greatest opportunity of successfully helping you reach your goals.
NOTE: The information provided in this video is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.
