Not your average Financial Advisor.

See why Carman and IWB are the right fit!

Our Process

1

Discover

We want to hear about your goals, money values, and your motivation for coming to see us. In the end, we’ll mutually agree if it would be a good idea to move to the next step.
2

Strategize

We’ll dive deeper and start to assess strategies that are working well for you and potential improvements. Here we’ll begin to create a game plan for future success.
3

Implement

We’ll start to clarify your preferred methods for pursuing your goals. In order to progress, we need to take action, so we’ll do our part to help you move forward toward your goals.

How We Help

Examples of our process in action:

Case Study #1

Mid-Career

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Case Study #2

Retiring

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Case Study #3

Retired

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Case Study #4

Business Owner

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Meet Carman

Carman Kubanda CFP® CHFC®

Carman graduated with a degree in finance from the University of Washington. He holds the series 7 and 66 securities licenses plus life and health insurance licenses. Beyond that, he is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™.