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.
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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
Services
At Carlson Planning Company, our services are designed to offer a holistic approach to financial planning, ensuring that every aspect of your financial life is addressed with meticulous care and personalized strategy.
Here's an overview of our key services:
Membership and Ongoing Support
Becoming a client of Carlson Planning means you're not just getting a one-time financial plan or investment strategy; you're getting an ongoing partnership. Our membership model ensures that you have continuous access to financial advice and support as needed.
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This model includes regular review meetings, where we assess the progress of your financial plan and make any necessary adjustments. It also provides you with the opportunity to reach out for guidance on financial decisions as they arise, ensuring you're making informed choices that contribute to your long-term financial well-being.
Investment Management
Our investment management service is closely tied to our comprehensive planning. Once we've established your financial plan, we manage your investments with a strategy that's tailored to your specific financial goals and risk tolerance. Our investment philosophy is rooted in a long-term perspective and a commitment to diversification, aiming to optimize your portfolio's performance while managing risk.
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We continuously monitor your investments and the broader financial markets, making adjustments as necessary to adapt to changing economic conditions or shifts in your financial objectives. Our proactive approach ensures your investment strategy remains aligned with your evolving financial plan.
Comprehensive Financial Planning
Our comprehensive financial planning service is the cornerstone of our client relationships. This process begins with a detailed financial health assessment, where we take a deep dive into your current financial situation, including income, expenses, assets, liabilities, and any existing financial plans or investments.
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We focus on life events-based financial planning, which means we tailor our advice and strategies to align with your significant life milestones—whether that's buying a home, starting a family, navigating a career change, planning for your children's education, or preparing for retirement.
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College Planning
Our college planning service is designed to ensure that parents remain on track for retirement while minimizing the debt burden on students for their education. We focus on a balanced approach to saving for college, aligning it with your long-term financial goals, including retirement planning. By evaluating and comparing college offers, we help families make informed decisions that consider both the quality of the educational opportunity and the financial implications.
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Our strategy includes exploring efficient savings vehicles like 529 Plans and understanding the financial aid landscape to optimize funding without compromising your retirement savings. Our goal is to strike a harmonious balance, ensuring that funding your child's education does not derail your retirement plans, and that students can pursue their educational goals without the weight of excessive debt.
At Carlson Planning Company, we are committed to providing you with exceptional financial planning services. Contact us today to learn more about how we can help you achieve financial success.
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
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Notifications
Live updating of financial goals and progress reporting
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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.