As a fie

Kristin Carleton is a multi-accredited financial services professional with over two decades of experience helping families confidently achieve their long-term financial goals. Her previous experience includes leading a financial planning and investments team at James River Wealth Advisor, working in Investor Relations at Universa Investments, a popular hedge fund founded by Nassim Taleb, and handling business development for two territories at WisdomTree Investments, an ETF provider. 

Kristin’s journey into special needs planning began with the diagnosis of her own son. She is an active member of the boards of GRASP and Gateway Homes, and a Senate-appointed member of the Commonwealth Savers Board, where her goal is to expand post-secondary opportunities for individuals with disabilities. Kristin’s ability to implement the appropriate investment strategy within an overall financial and life plan is her role in the special needs planning process. Her passion, dedication, and expertise make her a trusted advocate for families with special needs.

Firm Description

Our model:

• Special Needs Life Planning through our Signature Care, Protect, Grow model:
  • Care: Financial Planning, Care Planning, Government Benefits Eligiblity and Maximization
  • Protect: Legal Strategy, Insurance Protections, Tax Planning
  • Grow: Invest, Personal Goals, Person Centered Plans
• All Needs Master Plan:
  • Analysis and Action Plan for your family.
  • Implementation of the Action Plan
• All Needs Master Class:
  • Enroll in this course to learn how to implement our signature model for your families long-term well-being and peace of mind.

Hours

Cost