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