Broker Check

At Resilient Wealth Planning, we exist to bring a comprehensive approach to wealth planning. By offering financial plans, investment management, and tax return preparation services, we are able to take a look at the big picture to better understand your financial landscape and provide the greatest amount of clarity.

The Entrepreneurial Woman

The Entrepreneurial Woman

Has a service-based business generating at least $250,000 in gross revenues. Values outsourcing and is looking for someone to help manage cash flow, taxes, and retirement savings.


Questions we’ll help you answer: How much can I pay myself? What can and can’t I claim as a business expense? What type of retirement account is best for me?

The Female Leader

The Female Leader

You’re in a leadership role, likely 5 to 10 years out from retirement. You realize it is time to make sure you have enough saved for retirement and want to pin down that target retirement date.


Questions we’ll help you answer: Do I have enough saved for retirement? When should I turn on Social Security? How will I pay myself in retirement?

Financial Planning

Financial Planning

Your roadmap for your financial journey. We'll develop a plan that gets you to where you want to go and make sure nothing is missing. Providing you with the clarity and peace of mind that you have a sound financial strategy. 


Plans starting at $4,500


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Investment Management

Investment Management

We believe investments are a tool to help achieve your financial goals. We’ll create a custom-tailored investment strategy that we manage on your behalf and monitor regularly.



Our asset-based advisory fees range from 0.65 to 1.20%

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Tax Return Preparation

Tax Return Preparation

Our Secret Sauce: We offer in-house tax return preparation and ongoing tax planning exclusively to our clients. We prepare tax returns for individuals & business owners.



Starting at $305

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Your Financial BFF.

Your Financial BFF.

Carolyn is passionate about empowering clients to take control of their financial journey. As a CERTIFIED FINANCIAL PLANNER™,  she is dedicated to her clients and offers a fresh approach to financial planning and investment management.

Looking to expand your financial knowledge?

Looking to expand your financial knowledge?

Head on over to the blog, where we discuss in depth topics on all things retirement, financial planning and mindset, etc., to help readers make sure they're considering all aspects of their financial plan.

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