# Carriere Financial Planning

- **Website:** <https://carrierefinancialplanning.com>
- **Primary alias:** `carrierefinancialplanning.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/carrierefinancialplanning)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idyQ24wkf8/w/250/h/84/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790438253269)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idyQ24wkf8/w/909/h/909/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790438253458)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Cobalt | #004aa9 | accent |
| Corn Harvest | #985f0d | dark |
| Texas Rose | #ffbd58 | light |

## Fonts

- Helvetica Neue — asset _(custom)_
- Montserrat — asset _(google)_

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_Source: <https://brandfetch.com/carrierefinancialplanning.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._