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Financial Planning:
The process of taking the stress out of money.


Why We Help

We've been fortunate to meet hundreds of families around the country and learn about their stories. We understand which financial pain points keep people up at night. It is empowering to be so blessed to work with families to relieve those financial pain points and live life on a more sound financial foundation.


We believe that everyone deserves a quality financial plan and professional, personalized investment management.

Who We Help

Families working through life striving towards financial independence while raising a family.

How We Help

We offer financial plans, we build custom investment portfolios, and manage those portfolios for your personal values, goals, risk comfort, and timeframe. Take a look at the links below for more details on our service offerings.

What We Offer

Financial Planning

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Our financial consultation service provides a comprehensive overview of your current financial situation, offering expert guidance on how to improve your financial future.


This one-time assessment includes a thorough evaluation of your assets, liabilities, income, and expenses, as well as recommendations for optimizing your financial plan.

Financial Consultation

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Our retirement planning package is specifically designed to help you prepare for a comfortable and financially secure future.


This comprehensive service includes an assessment of your retirement goals, evaluation of your pension and other income sources, development of a personalized retirement plan, and regular reviews to ensure your plan stays on track.

Retirement Planning Package


Our financial planning subscription offers ongoing support and continuous monitoring to ensure your financial plan remains aligned with your goals.


This service includes regular financial plan updates, reviews, customized financial strategies, proactive financial management, a discount on our Investment Management services and access to our team of experts for ongoing advice and support.

Financial Planning Subscription

Graduation Ceremony

Our college planning package focuses on helping you create a strategic plan for financing higher education expenses, including a unique college preapproval process to set a realistic college shopping budget.


This service covers evaluation of your college savings goals, review of funding sources, development of a customized college savings plan, college preapproval process, and assistance with financial aid applications.

College Planning Package

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Investment Management

Carlson Planning Company is different. We match evidence-based investing with a holistic financial planning approach. If you would like to get started, you can create an account below. Once you sign-up for our investment platform, someone on our team will reach out and schedule a demonstration to walk you through the platform.

Investment Management

Individualized Portfolio

Low-cost portfolios designed to meet each client's specific investment goals


Automated rebalancing and trading

Easy to Use Dashboard

Simple, intuitive client interface including performance reporting


Live updating of financial goals and progress reporting

Expert Advice

Regular communication from Carlson Planning Co.

Officially Backed

Assets custodied at Betterment



We believe that everyone needs and deserves a quality financial plan and investment advisor. Therefore, we do not have asset minimums in our firm.

Made for Main Street

We've designed our program to help everyone in our community. Whether you're just starting out, preparing for a large family expense or looking to retire, we can help through each chapter of your financial life.


It's important to serve our local community. We were founded on the need to help our neighbors become financially independent, healthy, and prosperous.

Why Us
Contact Us

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