Together we get clarity and understanding of your financial situation and we can work to build a successful roadmap for your future.  You will go from feeling lost and confused to being focused and clear on the steps you need to take for your financial future.

Feel empowered with the financial confidence and resources you need to take control of your money and wealth.

I am Carol Eddy, a wife, stepmother, sister, friend and holistic financial advisor. When we work together, I will carefully look at all the pieces of your financial puzzle to connect the dots for success. I strive to build a community of empowered and educated women that are self-assured and confident about their financial future. As an advisor, I consider the specific needs women have when discussing your financial objectives. My goal is to help you plan for your future no matter what place you are right now. I can help you understand the details of your financial situation, decisions you need to make and empower you to understand and invest in your future.

Navigating your financial future with grace and professionalism.

I can help you navigate the many adventures of life. You might be planning for retirement or looking to invest - we can analyze your risk tolerance and stage of life to identify the right investments.  Perhaps you are starting to save for your child’s college education and don’t know where to start, I have the steps for you. Or you might be concerned with your 401K contributions or withdrawals, I have you covered.  Whatever your circumstance I will outline the right path for you. With a financial plan in place, you can feel more secure and informed. Let me guide your financial success with grace and professionalism so that you can enjoy time with your family, travel, or continue to check off things on your bucket list.

Building your wealth is not just about numbers, it is about planning for both you and your family.

Please take the time to contact me at your convenience to learn more: https://calendly.com/caroleddy