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Paul Carriere, CFP®, AAMS

Virtual Planning for the Busy Professional

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Carriere Financial Planning Paul Carriere, CFP®, AAMS
Colorado Springs, Colorado

Serving Clients Nationwide

Virtual Planning for the Busy Professional

Areas of Focus

  • Education Funding
  • Employee Stock Options
  • Equity Compensation Options
  • Family and Money
  • Financial Life Planning

About Me

Hi, I'm Paul Carriere. I help mid to late-career professionals take control of their financial situation with clear, confident decisions. Whether you are looking for a way to make more money or want less stress in your life finance is an important part that can impact both aspects – so I work closely with my clients developing personalized investment strategies based on what they need most at this stage in life.

I am here because: 1) You deserve impeccable service 2) My mission as CFP® professional means providing unparalleled value while improving YOUR well-being 3). The results? Clarity and confidence knowing YOU have taken proper steps financially.

Professional Designations

  • Accredited Asset Management Specialist (AAMS)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

Colorado Springs, Colorado, 80908

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Hourly Rate
  • Per Session
  • Percentage of Assets Managed
  • Percentage of Income

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. 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 our Firm

The Carriere Planning Process

✅ FINANCIAL REVIEW: We begin our engagement with an analysis of your immediate financial concerns, and then provide recommendations to address those specific issues.

✅ FINANCIAL PLANNING SERVICES: If you require ongoing financial planning services, we continue our engagement by learning more about you. We work with you to ensure that your financial life is meeting your needs, supporting your goals, and is aligned with your values. We focus our first year of work on addressing the core areas of your financial life: goal setting, coordinated investment advice, skillful tax planning, worry-free retirement planning, insurance analysis, lifestyle spending review, and proactive estate planning. In subsequent years – as your financial needs, goals, and values change – we continue our work together by providing ongoing monitoring, support, and maintenance of your financial plan to ensure that it remains current and relevant.

✅ GOAL SETTING: Understanding what is important to you is essential when structuring your finances. I work through exercises with you to identify your values and create plans to achieve your goals based on those values.

✅ COORDINATED INVESTMENT ADVICE: I will provide you with objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions.

✅ SKILLFUL TAX PLANNING: Taxes are at the core of financial planning. I review all potential tax consequences that can impact your financial security throughout the year.

✅ WORRY-FREE RETIREMENT PLANNING: Retirement is about money, but it’s more about personal fulfillment and enjoyment. I will help you create a plan to make the most of your retirement years.

✅ RISK MANAGEMENT – ARE YOU OVER OR UNDERINSURED? Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. I will discuss these issues in detail and help you spend your insurance dollars wisely.

✅ LIFESTYLE SPENDING REVIEW: I'll help you understand the difference between good and bad debt, make sure you have enough set aside for emergencies and special opportunities, and, if needed, help you gain control over your spending.

✅ PROACTIVE ESTATE PLANNING: Estate planning goes well beyond making a will. I will evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney.

Education

Arizona State University, Master's degree | Bachelor's Degree, Urban Planning/Sustainability

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families