"Life is complicated and figuring out how to reach your goals can be overwhelming.
There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently™.

 

I work with:

• Individuals

• Couples and Families

• Professionals

• Employee assistance Programs
   

I specialize in:

• Financial Planning

• Financial Education

• Pre-retirement Planning

• Budgeting and Cashflow Planning

 

As a Certified Financial Planner®, Caroline can offer an unbiased fee-based experience in financial planning, education and coaching to provide you with the confidence to effectively handle your money.