Financial Planning

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.

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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?

Why choose a NAPFA registered financial advisor?


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

  • Gay and lesbian families

  • Single parent families