Rich Carroll, CFP® First Ascent Financial, LLC

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About Rich Carroll, CFP®

Hi I am Rich Carroll, CERTIFIED FINANCIAL PLANNER™, I help Military Officers and their families take command of their finances. Do you feel stuck trying to figure out what is next beyond sending part of your paycheck to a savings account? We work together to organize your financial life, set goals based on what you value most, and save/invest for the future. You will have confidence knowing that you are making proactive financial decisions beyond sending money to a savings account.

Why Military Officers?
Military life is already stressful enough. You have crazy mixture of structure and unpredictability that is apart of your everyday life. You also have unique financial questions like:
-Should we save for retirement in the TSP or a Roth IRA?
-Should we buy, rent, or live on base?
-Should we use the GI Bill for me or one of my kids?
-How much should we spend on our next car?
-Should we rent or sell our house next time we PCS?
-How much do I need to make as a civilian to replace my military pay and benefits?

Ever since I started my career in Personal Finance in 2011, I have guided military members and their families through these types of questions. My passion for helping servicemen and women with their finances flows from hearing their unique stories. Sometimes the stories are of travel and adventure around the world. Sometimes the stories are about the discovery of a local restaurant or hidden outdoor treasure in a less than favorable station. Other times the stories are of sacrifices big and small associated with serving our country. Every journey is unique and I look forward to hearing your story.

My Journey
After finishing college at Texas Tech University, I moved to Colorado to escape the Texas heat and take advantage of the endless adventures the Rockies provide. I now live in beautiful Colorado Springs with my wife and young daughter. We love being outside and can’t wait to get our little one on a bike!

 

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Ideal Clients

  • Generation Y
  • Military Officers
  • Outdoor Enthusiasts
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $125+/mo
  • Quarterly Fee: $375+/qtr

SEC Records

States Registered

  • Colorado

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