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My goal in empowering women financially is to engage, educate and encourage more women to take control of their finances.
I will take the time to get to know you, understand your unique needs and goals, and create a customized financial plan that is tailored to your individual situation. You will have an advisor that can explain complex issues in language that you can understand. Your understanding is what gives you confidence to make informed decisions.
I provide comprehensive financial planning services to ensure you have the resources to live a secure and fulfilling life. My committment to you is to help you build a foundation of financial security that will enable you to pursue your goals and dreams with confidence.
We touch on risk management to protect the wealth that you’ve built.
We help you understand how cash flow enriches the goals that you want to achieve.
Finally and most importantly, as a CPA and tax professional, I make sure that you don’t overpay in taxes.
I am ALL ALONE and On MY own.
The Challenge:
- My spouse handled all the finances.
- I’m alone and not sure how to manage my money.
- I’m afraid to make a financial mistake.
- I don’t understand what investments I have.
- Am I paying too much in taxes?
- What if I have a long-term health scare?
- Will there be anything left for my children?
Tax-efficient strategies
Tax advantage strategies are utilized to drive down your lifetime tax bill while maximizing lifetime wealth.
- Helping you understand the benefit of tax deferral.
- Helping you understand what tax deductions are available to you.
- Helping you decide if a tax-free investment is right for you vs a taxable investment.
- Helping you figure out if you are subject to estate taxes and how to pay for them.
Working with CAROLYN
Working closely with you I take the time to get to know you, understand your unique needs and goals, and create a customized financial plan that is tailored to your individual situation.
I take you through a process called the Northstar FORMula™ which addresses your investment planning, retirement planning, risk planning, tax planning and estate planning. Basically, all aspects of your financial life are considered.
I show you where you are today and where you want to go with all the possibilities and all the pot holes hiding around the corner. We are your trusted advisor to help you feel safe and secure in your financial future:
- Prepare for the unexpected and protect yourself from financial disruptions.
- Understand and build your personal financial security.
- Identify opportunities to increase your income.
- Develop a relationship with myself, a Personal Financial Specialist and a CPA who knows you well that you can trust.
- Get the most return from your investment portfolio at a comfortable risk level.
- Reduce your financial stress.
- Make sure that as you age, you have a plan to get the care and assistance you deserve.
- Proactive coordination with your other professional advisors, including accountants, attorneys, and bankers – all in one place.
- Acknowledge your financial limitations and decide how much you can share with others.
- Get a dynamic plan that is renewed annually to keep you on track to meet your financial goals.
CONTACT Carolyn
Opening hours
Mon–Fri 9:00AM – 5:00PM
Opening hours
Mon–Fri 9:00AM – 5:00PM
Talk to Carolyn
Schedule a call or Call at 919-729 6545
Talk to Carolyn
Schedule a call or Call at 919-729 6545
More resources on financial planning
What Is the Gift Tax?
The federal gift tax applies to gifts of property or money while the donor is living. The federal estate tax, on the other hand, applies to property…