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