Financial planning is about informed navigation through change, be it marriage, a new career path or business, nearing retirement, divorce, or the loss of a loved one. Knowing where you are financially enables sound decisions and plans for any particular stage of life, even the unpleasant ones.
Schedule a free 30-minute consultation to see how I can help.
Hello, I'm Dana Carlyle
Successful transition is my passion.
I am a Certified Financial Planner specializing in financial planning for transition. Why? Life is constantly changing. Retirement, marriage, divorce, losing a loved one, moving around the globe, or making major career changes requires multiple decisions. I have helped hundreds of clients navigate these challenges by understanding their financial picture and the potential impacts of their plans.
Making decisions based on information can reduce risk and stress. Let's meet for a free financial consultation to see if a custom financial or "Can I retire yet?" plan is right for you.
Details about me:
- Certified Financial Planner (CFP), since 2020
- Accredited Financial Counselor (AFC), since 2010
- Helped 530+ clients in one-on-one consultations
- Taught 287+ financial trainings
- Trained 4085+ attendees
- Addicted to travel
- Love my freedoms, respect yours too
- Independence is my most prized possession
- Straight up personality
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Testimonials
Andrew W.
Andrew W.
Andrew W.
After sitting down with Dana and showing her how much I had put into my TSP, I increased my contribution to 20% of my base pay. That $18,000 became $100,000 over the next five years. I have seen how investing money in the right funds can severely impact your savings in a positive way. I want to say thank you from the bottom of my heart. Here's to a comfortable life after 60!
Tom B.
Andrew W.
Andrew W.
5 Stars - I would give it 6 stars if I could! Dana's Retirement Planner is simply the best tool to determine your current financial status, define your future goals, and make a plan to get there. It was easy to understand and provided me peace of mind. Thank you so much!