Nicole Carlon

I help women, young professionals, and families achieve financial independence through collaborative, values-based planning that’s tailored to their lifestyle and goals. My approach combines strategy, education, and partnership to help clients feel informed, supported, and empowered to make thoughtful financial decisions.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I guide clients through life’s transitions, from restructuring finances after divorce to planning for future generations or balancing career growth with family priorities. I believe that lasting financial independence comes from understanding not just what to do, but why it matters.

My work includes fee-based financial and investment planning, asset allocation, and professional asset management, with a focus on aligning all areas of a client’s financial life, from investments and cash flow to tax and estate awareness, with their goals and long-term vision.

Clients value my relationship-based approach, transparent communication, and the safe, judgment-free space I create for every conversation. Together, we simplify complex decisions and design strategies that lead to steady progress and greater confidence. Collaboration is central to my process, and I work closely with accountants, attorneys, and other professionals to ensure each client’s strategy is cohesive, coordinated, and built to adapt over time.

Graduating cum laude from Florida Atlantic University with a degree in Finance and Financial Management Services, I combine technical expertise with a relationship-driven planning style grounded in compassion and professionalism.

Let's work together to turn complexity into direction and build a financial foundation that supports both the life you're living today and the one you're planning for tomorrow.