Nicole Carlon

I believe women deserve the confidence to define success on their own terms and the support to build a life that reflects it.

Too often, women are expected to make some of life’s biggest financial decisions without ever being taught how. I’ve worked with women who are incredibly capable in every area of their lives, yet still wonder if they’re making the right financial decisions or missing something they should already know.

That shouldn’t be the expectation.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I help women connect their financial decisions to the life they’re trying to build. Whether you’re navigating a major life transition, preparing for retirement, caring for aging parents, planning for future generations, or simply wondering what’s possible, my role is part guide, part partner.

I believe financial planning should start with your life, not your portfolio. Together, we’ll define what success looks like for you, then build a coordinated strategy that aligns your investments, tax planning, estate planning, cash flow, and other financial decisions with that vision.

Education is at the heart of my approach because I believe confidence comes from understanding not only what decisions you’re making, but why they matter. My goal isn’t simply to answer today’s financial questions. It’s to help you feel confident making tomorrow’s decisions, too.

I’m fascinated by the intersection of money and the decisions that shape our lives because some of the most important financial decisions we’ll ever make have very little to do with spreadsheets and everything to do with our values, relationships, and vision for the future.

If you’re looking for a financial advisor who will take the time to understand what matters most to you, ask the questions you may not know to ask, and help you make thoughtful financial decisions with confidence, I’d love the opportunity to work with you.