Eileen Olson, CFP®, MBA, BFA, CRPC™, CDFA®
Values-based financial planning for life's biggest transitions | Fee-only
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Serving Clients Nationwide
Values-based financial planning for life's biggest transitions | Fee-only
Areas of Focus
- Divorce Financial Planning
- Financial Planning
- International and Cross-border Planning
About Eileen Olson, CFP®, MBA, BFA, CRPC™, CDFA®
Hi, I'm Eileen Olson, Founder and Financial Planner with Emerald Wealth.I'm a values-based financial planner dedicated to helping individuals navigate life's most significant transitions with clarity and confidence. Combining rigorous financial expertise with genuine compassion, I guide clients through the financial complexities of divorce, with a particular passion for supporting women in transition and those with cross-border planning needs.
Having personally experienced divorce myself, I understand that the process is about far more than spreadsheets and settlements—it is about creating a secure foundation for the next chapter of life. My approach blends technical excellence with empathy, helping clients make informed decisions while remaining focused on what matters most to them and their families.
Working virtually with clients across the country and around the world, I believe that thoughtful financial planning should reflect not only a client's wealth, but also their values, aspirations, and sense of possibility. I'm known for bringing warmth, clarity, and even a touch of humor to conversations that can otherwise feel overwhelming, empowering clients to move forward with confidence and peace of mind.
Professional Designations
- Behavioral Financial Advisor (BFA)
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
- Master of Business Administration (MBA)
Affiliations
- XY Planning Network
Primary Location
Daufuskie Island, SC
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Emerald Wealth
Emerald Wealth is a virtual financial planning practice built around helping clients navigate major life transitions with clarity and confidence.Who We Serve
We work with individuals navigating divorce and other significant life transitions, with particular experience supporting women in transition and clients with cross-border and international planning needs. Because we work virtually, we're able to serve clients across the country and around the world.
Our Philosophy
We believe thoughtful financial planning should reflect not only a client's wealth, but also their values, aspirations, and sense of possibility. We combine technical financial expertise with genuine compassion, helping clients make informed, confident decisions during some of life's most difficult moments.
Transparent, Fee-Only & Fiduciary by Design
We operate with a clear standard: Your best interest always comes first.
100% Fee-Only: We never sell proprietary products, accept commissions, or earn referral kickbacks. Our compensation comes exclusively from you, ensuring unbiased advice.
Strict Fiduciary Duty: We are legally and ethically bound to act in your best interest at all times, adhering to the rigorous Code of Ethics set forth by the CFP Board.
Flexible Engagements: Whether you need ongoing wealth management and planning, or a targeted project-based consultation, we provide transparent, straightforward pricing with no minimum account size required to get started.
Education
Indiana University - Kelley School of Business, Masters, Business | Sungkyunkwan University, Masters, Business | Indiana University Bloomington, B.A., Journalism
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Couples
- Divorce
- Expats
- Families
- Foreign-Born Individuals
- Individuals
- Women in Transition
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