Want to know how we can help?

At Carnelian Wealth Solutions, we believe in a holistic approach to financial planning that goes beyond numbers and spreadsheets. We understand that true financial well-being extends to mental, emotional, physical, and spiritual balance. That's why we've incorporated complementary practices such as Reiki and breathwork into our financial planning process, uniquely designed to help our clients heal their stories with money and achieve a profound state of energetic balance.

By addressing the interplay between one's financial journey and their inner vitality, we empower our clients to not only secure their financial futures but also to thrive mentally, emotionally, physically, and spiritually.

Financial Planning
Protection Planning
Estate Planning
Financial Strategy Sessions

Let's Talk

  • Clarity Call (Complimentary) 

    • Purpose: Discovery, trust-building, and qualification 

    • Outcome: Identify financial gaps, urgency, and next best steps 


    Workshops & Speaking Engagements 

    • Audience: Churches, nonprofits, community groups, women’s organizations, etc.


  • Strategy Session | $750

    • One-time, high-impact working session 

    • Scope: Focus on one to two priority financial or legacy areas 

    Comprehensive Financial Plan | $2,250

    Includes: 

    • Cash flow and lifestyle design 

    • Retirement planning 

    • Investment alignment 

    • Risk management and insurance review 

    • Long-term care planning 

    • Estate and legacy coordination 

    • Values-based goal mapping

  • Investment Management (AUM)

    • Focus: Long-term stewardship and alignment with the financial plan

    • Fee Structure: Tiered, based on assets and complexity

    Insurance & Protection Strategies

    • Life insurance for legacy, income replacement, and estate liquidity

    • Long-term care solutions (traditional and asset-based)

    • Used strategically as part of an overall plan, never standalone

    Annual Planning Retainers

    • Services: Ongoing planning, coordination, reviews, and accountability

    • Ideal For: Business owners and high-complexity households

Financial Planning

Collaborating with your legal and financial professionals, we design a extensive financial plan that exquisitely suits your unique needs. This isn't just about numbers; it's the art of weaving your financial narrative. We gather your data, meticulously craft your financial plan, stress-test it for resilience, and then hand you the reins. The spotlight's on you, and together, we'll create the masterpiece of your financial legacy.

Estate Planning

We collaborate closely with you to efficiently and cost-effectively construct your wills, power of attorneys, living wills, and trusts, under the guidance of an expert estate planning attorney. This isn't just about documents; it's the meticulous art of crafting your legacy. Together, we'll lay the foundation for your enduring impact, one document at a time. Welcome to the legacy of a lifetime.

Estate Planning Services are offered by Estate Gurus, an unaffiliated third party. Carnelian Wealth Solutions and the Women’s Wealth Boutique are not law firms, nor are any of its employee’s an attorney permitted to practice law.