15830 Venture Lane,
Yay! We are officially retiring and are grateful for the steady guidance and leadership from Caroline and her team at Wealth Financial Consultants these past 27+ years.
As a young couple, we started working with Caroline and she has guided us through the financial milestones involved with parenting. She kept our retirement goals as the priority as we managed the costs / expenses that came with childcare, vehicles, college, and most recently, weddings. Through these years, she has been a steady resource as there were job changes and general unexpected economic or market challenges. At this stage of our lives, focused tax and estate planning are on the top of our minds and Caroline is available to assist with input as needed.
Caroline’s professional consulting standards and follow-through are nothing short of exceptional. We are particularly impressed with her commitment to ongoing education / professional development, not only for herself, but for her team. We would not hesitate to recommend Caroline for financial planning!
Caroline was recommended by my company's website team member life resources. She had 5 stars. I have worked with WEALTH Financial Consultants and Caroline for almost 10 years. In these 10 years. Caroline has taken the time to understand my short term and long term goals. She has helped me understand and make changes to my financial plan as my circumstances change. She has also been my go to person for any financial advice I need. Whether it is estate planning templates, refinancing, or even my benefits. I appreciate and rely on Caroline and Wealth Financial Consultants immensely and am very happy to have them as my partner in different stages of my life as well as my kids.
We have been with Caroline for over 25 years. We met her when we were very late in starting to save for retirement.
Caroline met with us every 6 months, without fail, and had a strong plan for us to build our portfolio. She learned about our anxieties and goals with investing. Year after year we listened and followed her advice for reaching those goals and our portfolio grew.
We truly believe that without Caroline, we would not be enjoying the comfortable retirement we now have. It’s very nice to find a person that truly cares about your best interests and she has become a good friend.
We have had the pleasure of working with Caroline and her staff for over 20 years. I originally met Caroline at an event that my employer hosted. I was so impressed with her holistic approach to personal finances. Over the years that we have worked together, I have found her to be an expert in her field, always looking for ways to evolve and grow the portfolio to achieve our family's goals. She is the perfect balance of accountability and a gentle push to ensure life long financial success!
Non compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.