Paul Carriere, CFP®, AAMS Carriere Financial Planning

About Paul Carriere, CFP®, AAMS

I help mid to late career professionals take control of their financial situation with clear, confident decisions. Whether you are looking for a way 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.

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Ideal Clients

  • Business Owners
  • Career Changers
  • Dual Income Family
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

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