Carriere Financial Planning is a Colorado Springs-based, virtual fee-only investment advisory firm founded by Paul Carriere. A fiduciary advisor, the firm serves clients locally and nationwide, with a focus on self-employed professionals, small-business owners, entrepreneurs, freelancers, and mid-career professionals with equity compensation. Its approach centers on understanding each client’s goals, priorities, and circumstances, then creating a personalized financial plan and providing ongoing support as life and needs change.

Services include comprehensive financial planning, investment management, and tax planning. Tax-planning support covers tax return reviews, IRA contributions and Roth conversions, cost-basis and realized-gain reviews, tax-loss harvesting, health savings and flexible spending accounts, and tax-sensitive investing. For solopreneurs and smaller businesses, Carriere Financial Planning also helps establish retirement plans such as SEP IRAs, SIMPLE IRAs, and Solo 401(k)s.

Investment management emphasizes high-quality, low-cost investments intended to support clients’ goals and preserve wealth. The firm offers complimentary introductory meetings, has no account minimum, and conducts most meetings virtually, with in-person appointments available in Colorado Springs