Financial Planning
Carrie provides honest, affordable financial planning services to ordinary families and individuals as a CERTIFIED FINANCIAL PLANNERTM Professional. She has served clients throughout the midwest and on both coasts.
She enjoys working with families with unique situations, including:
- Self-employed individuals and small business owners, especially actors, musicians and artists
- Gay and lesbian families
- Single parent families
- Families with one, two or more sources of income
She provides assistance with:
- Budgeting
- Getting out of debt
- Education funding planning
- Retirement planning
- Insurance Planning
- Inheritance or windfall planning
Carrie is a fee-only financial planner, which means that she earns money by charging her clients a flat fee or an hourly fee for financial planning services. Unlike most other financial planners, she does not receive commissions from any company for providing recommendations or referrals, and does not sell any financial products. You can rest assured that she represents YOU and your interests when giving you advice. There will be no conflict of interest in her recommendations.
Please call or email to discuss your unique situation and for more information or a quote.
For more information about CERTIFIED FINANCIAL PLANNERTM Practitioners like Carrie, please follow the links below.
