Expert Guidance to Support You on Your Way

More about Carmetta

My goal is to help you take charge of your finances without the lecture—just practical advice.

My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (well, maybe a few). You’ll walk away making confident financial decisions without second-guessing yourself.

You’ll get a custom financial plan made just for you by a CFP® pro—

but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Black

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Woman

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LGBT

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Veteran

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Cat Lover

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San Francisco transplant

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Black 〰️ Woman 〰️ LGBT 〰️ Veteran 〰️ Cat Lover 〰️ San Francisco transplant 〰️