Carlson Planning Co.

Financial Planning for every stage of life.

College Students

College Money Report

Making sense of your familys college options

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

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.

Business Meeting

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.