Carla Adams, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Carla
Biografía
Hi, I’m Carla, and I’m living my best life doing what I love most — helping people with their money. I pride myself on creating a compassionate, judgment-free environment for my clients. My superpower is breaking down complex topics and explaining them in a way that’s clear and accessible to people who aren’t finance experts. While I truly enjoy working with all types of clients, I specialize in helping high earners navigate RSUs and company stock options, integrating equity compensation into their broader financial plan in a thoughtful, tax-efficient way. My investment philosophy is refreshingly vanilla — low-cost index funds, broad diversification, and long-term buy-and-hold discipline. If you’re searching for hot stock tips or market timing, I’m probably not the right fit. (Btw, if you are wanting to meet sooner than what's available on my calendar, shoot me a message and I'll try to fit you in!)
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Me gusta trabajar con
Lo personal
I grew up in Massachusetts (and love to go back whenever I can!) before heading south to attend college in Virginia. After that, I spent 12 unforgettable years in Chicago, where I built the early chapters of my career and met my husband. He eventually convinced me to move back to his home state of Michigan, and we’ve been living in the greater Detroit area with our two daughters since 2018. I enjoy yoga, nature walks, snowmobiling, a good glass of red wine, and, most of all, time with my family.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investment Planning
- Portfolio Allocation
- Portfolio Diversification
- Equity Compensation
- Company Stock Options
- Restricted Stock Units
- Tax Planning
- Tax Gain And Loss Harvesting
- Estate Planning
- Inheritance Planning
- Real Estate Decisions
- Knowledgeable
- Helpful
- Patient
- Clear
- Professional
- Friendly
- Approachable
- Personable
- Thoughtful
- Compassionate
- Supportive
- Attentive
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Super helpful and knowledgeable!
Super helpful and knowledgeable! Carla helped me sort out my RSU tax concerns and come up with a great plan for diversifying my portfolio. 10/10 would work with again. Thank you Carla!
Knowledgable and Personable
Carla made us feel at ease and was very patient. We discussed various topics and she was able to explain everything to us clearly. She was knowledgable and provided us with options and recommendations pertaining to our concerns.
Highly recommend
Carla is very knowledgeable and was very helpful with our financial situation.
Knowledgeable & Professional
Carla was knowledgeable and professional, she did not hesitate to ask the hard questions and really helped me understand all the moving parts with my financial situation. She was easy to talk with and I felt comfortable with her knowledge and expertise. She took the time to listen and familiarize herself with my situation.
Carla is fabulous! Don’t hesitate!
Carla was fantastic. She helped explain the various company stock options I had; making sure I understood the differences, the tax implications behind them both and gave her recommendations for my specific options. She made a daunting topic easy to digest and even helped me do my first sale. She even provided extra resources to help solidly the concepts. She is personable and flexible with the time; happy to help you in any way that you want during your hour with her. I would absolutely recommend her and plan to connect with her again in the future.
Well worth my money for Carla's time
I booked a one-hour session with Carla to go over a few financial and retirement questions. She had clear, well-reasoned answers for all of them and we were able to continue the conversation onto a number of other topics. She provided great advice and was able to help me look at my whole financial picture in a short amount of time. Highly recommend, thanks Carla!
Carla is GREAT to work with.
I really enjoy and feel confident working with Carla. She explains everything and answers all of my questions.
Strong expertise and good communicator/listener
Carla was very knowledgeable, organized and a good listener. She communicated in ways that recognized complexity while keeping things simple at the same time, making a complicated set of subjects manageable. I came with a fair amount of knowledge already and may partner had somewhat less, and Carla was able to tailor her advice to both of us.
Responsive, analytical, and thorough
Carla was very responsive, meeting with us several times, modeling scenarios and took time to walk us through the details as we discussed our plans.
Great to work with!
Carla helped me think through all the elements of a key financial decision (selling/retaining real estate asset) during a major life transition. She factored in my entire portfolio and helped me look at the full picture. She was easy to talk to and patient with my questions. Her notes and action plan after the meeting were also great. Highly recommend her!
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.