Financial Planning
We are not accepting new clients for financial planning services at this time as we are booked for 2024.
In 2025, we will be narrowing our financial planning services to comprehensive retirement planning for pre-retirees and current retirees (people age 50+). In early 2025, we will be revising our website to reflect this change. Please check back with us in 2025 to review the information about our new financial planning process, packages and pricing on our website. If you think that we would be a good fit for your financial planning needs, please call our office to schedule an introductory consultation meeting at that time.
Carrie and her team provide accessible, professional financial planning services to growing families and individuals on an as-needed, hourly, fee-only basis. She serves clients throughout the Midwest and on both coasts.
As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only adviser, Carrie helps families and individuals grow to meet their goals and strategically allocate their resources.
A fee-only financial planner means that Carrie earns money by charging her clients a flat fee or an hourly fee for financial planning services. Unlike most other financial professionals, she does not receive commissions from any company for providing recommendations or referrals, and does not sell any financial products. You can trust that she maintains both her objectivity and fiduciary responsibility when giving you advice. There will be no conflict of interest in her recommendations.
Carrie has been accepted 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 Carrie, please check out these links:
Certified Financial Planner™ Board of Standards
Why Choose a Certified Financial Planner™ Practitioner?
For more information on pricing and how we work with our
financial planning clients, click the button below.
Carrie's areas of expertise include:
Retirement planning
Debt management
Budgeting
College savings
Investing
Income tax planning
Inheritances and windfalls
Insurance needs
Carrie enjoys working with growing families and individuals with unique and challenging situations, including:
Self-employed individuals and small business owners
Actors, musicians and artists
Families and individuals with multiple/complex sources of income
Households approaching retirement
Young families acquiring assets and making investments in their future
LGBTQ+ individuals & families
Single parent families