Carlson Planning Co.
Financial Planning for every stage of life.
About
Us
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
Your mother.
Your father, too.
Your brother, your sister, your aunt & uncle, your cousin Vinny. Your employees.
Your coworker, your boss.
Your golfing buddy, your fishing pal, your skiing friend (power to you, it's too cold for me).
Personal injury attorneys, real estate attorneys, corporate attorneys, defense attorneys.
Dentists, doctors, nurses.
Teachers, firefighters, police officers, social workers.
People that work in the union.
Couples just starting out together, getting married, commingling their finances.
Individuals going in the other direction and getting divorced.
Families concerned about the costs of college.
I told you, we help everyone. That's important to us.
Wherever you are in your financial life, we should connect for a ten-minute call to explore if it might be worth a deeper dive looking into what working together looks like.
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
People's finances are commonly ranked as one of the leading causes of stress. Our role as financial planners is to listen to you, understand what you're trying to accomplish, and put a plan together to help you achieve those financial goals.
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.
Individualized Portfolio
Low-cost portfolios designed to meet each client's specific investment goals
Automation
Automated rebalancing and trading
Easy to Use Dashboard
Simple, intuitive client interface including performance reporting
Notifications
Live updating of financial goals and progress reporting
Expert Advice
Regular communication from Carlson Planning Co.
Officially Backed
Assets custodied at Betterment
Why
Us
Values
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.
Community
It's important to serve our local community. We were founded on the need to help our neighbors become financially independent, healthy, and prosperous.