We begin our engagement with an analysis of your immediate financial concerns, and then provide recommendations to address those specific issues.
If you require ongoing financial planning services, we continue our engagement by learning more about you. We work with you to ensure that your financial life is meeting your needs, is supporting your goals, and is aligned with your values. We focus our first year of work addressing the core areas of your financial life: goal setting, coordinated investment advice, skillful tax planning, worry-free retirement planning, insurance analysis, lifestyle spending review, and proactive estate planning. In subsequent years – as your financial needs, goals, and values change – we continue our work together by providing ongoing monitoring, support, and maintenance of your financial plan to ensure that it remains current, and relevant.
Understanding what is important to you is essential when structuring your finances. I work through exercises with you to identify your values and create plans to achieve your goals based on those values.
I will provide you with the objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions.
Taxes are at the core of financial planning. I review all potential tax consequences that can impact your financial security throughout the year.
Retirement is about money; but it’s more about personal fulfillment and enjoyment. I will help you create a plan to make the most of your retirement years.
Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. I will discuss these issues in detail and help you spend your insurance dollars wisely.
I'll help you understand the difference between good and bad debt, make sure you have enough set aside for emergencies and special opportunities, and, if needed, help you gain control over your spending.
Estate planning goes well beyond making a will. I will evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney.
Carriere Financial Planning LLC (“CFPL”) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Carriere Financial Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
CFPL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall CFPL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if CFPL or a CFPL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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