Carly Frieling

A financial plan doesn’t happen overnight. It has become my mission to educate and advocate for my clients, so they too can feel confident about their finances, now and in the future. Getting a promotion, changing careers, receiving stock options or RSUs, starting your own business, choosing to get married, expanding your family, going through a divorce, or retiring are ALL opportunities to discuss and review your financial plan.

I value building and growing a trusting relationship with my clients, and while I’m happy to work with anyone who is committed and action oriented, I specialize in working with women who value their independence, power couples, and Boston College alum (go Eagles!).

I'm looking forward to connecting with you!

Carly