Financial Planning

Over the last 15 years, Corey and Carrie have found that their clients, many of whom have successfully managed their own investment portfolios during their working years, are most in need of financial planning as they consider retirement. Many people find that spending from their retirement portfolios quickly presents a host of concerns around how to allocate investments in retirement, how to withdraw money from different accounts in a tax-sensitive way, and how to ensure their money lasts until the end of life. As a small firm, Corey and Carrie have decided to lean into this need by focusing their financial planning services exclusively on pre-retirees and retirees in their 50s and 60s.

In order to support the desire of their clients to self-manage their investments and avoid ongoing fees charged by portfolio managers, Corey and Carrie partner to provide retirement planning services on an as-needed, hourly, fee-only basis. They serve clients throughout the Midwest and on both coasts.

As a Retirement Income Certified Professional®, Corey can help make sense of your cash flow in retirement and how to organize your investments to meet future spending needs. As an Enrolled Agent, Carrie can analyze your tax situation and make recommendations for a tax-sensitive portfolio withdrawal strategy as well as identify the potential for Roth conversions. As CERTIFIED FINANCIAL PLANNER™ professionals, both Corey & Carrie can guide you on the strategic use of your resources to achieve your retirement goals.

As fee-only financial planners, Corey & Carrie earn money by charging their clients a flat fee or an hourly fee for financial planning services. They do not receive commissions from any company for providing recommendations or referrals, and do not sell any financial products. You can trust that they maintain both their objectivity and fiduciary responsibility when giving you advice. There will be no conflict of interest in their recommendations.

Carrie has been accepted into and is a proud member of the National Association of Personal Financial Advisors (NAPFA), a network of the most qualified financial advisors in the nation who deliver objective, fee-only advice. In contrast to most financial professionals, NAPFA members receive no commissions or other rewards as compensation, and adhere to a strict Fiduciary Oath and Code of Ethics.

For more information about CERTIFIED FINANCIAL PLANNER™ Practitioners like Corey & Carrie, Retirement Income Certified Professionals® like Corey, and Enrolled Agents like Carrie, please check out these links:

Certified Financial Planner™ Board of Standards

Why Choose a Certified Financial Planner™ Practitioner?

Why Choose a Retirement Income Certified Professional®?

Why Choose an Enrolled Agent?

Why choose a NAPFA registered financial advisor?

Forbes Magazine’s Hourly Planners Directory

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