Karr Barth Associates

Our Process

Our Process

Our Process Graphic
Karr Barth Associates

Understanding Personal & Financial Circumstances

In our first meeting we take the time to gather all of the necessary information that would help us understand your current set of personal and financial circumstances.
Karr Barth Associates

Establish Priorities & Goals

Together we’ll establish your goals and priorities so we can work to tackle the issues that are most important to you.

Karr Barth Associates

Evaluate Current Plan vs. Possible Alternatives

After pinpointing your important issues, we look at your current plan and identify the benefits and/or pitfalls in your current course of action.

Karr Barth Associates

Develop Strategic Recommendations

We then tap into over 200 years of combined financial services experiences to come up with new ideas and potential alternatives that help us refine a sensible strategy, tailored to your set of circumstances.

Karr Barth Associates

Present Recommendations & Agree on Course of Action

In this meeting we will share the ideas we came up with and walk you through the reasoning behind our recommendations.
Karr Barth Associates

Implement Strategy

Once a new course of action is agreed upon, we will work together, with the help of our staff, to take the necessary steps to implement your strategy.
Karr Barth Associates

Monitor Plan & Update as Needed

The most important step in our process is the on-going monitoring of your plan. Financial planning is an ever-changing field, and as your life moves through different phases, we may need to adapt your plan when new opportunities arise. We’ll craft an ongoing schedule to constantly stay in touch, provide updates and monitor your plan.


We provide financial guidance to clients so that they can live well today while planning for a better tomorrow.
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For Business
& Entrepreneurs

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For Individuals
& Families

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