Nicole Carson (CFP®, MBA)
Nicole Carson focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- LGBTQ+
- Middle Income Client Needs
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- High Net Worth Client Needs
- LGBTQ+
- Middle Income Client Needs
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
What We Specialize In We help clients navigate complexity with clarity, especially during periods of growth, change, and transition: Career & Income Growth Planning Supporting mid- to executive-level professionals as income scales, with a focus on optimizing cash flow, benefits, and long-term strategy. Equity Compensation & Advanced Planning Guidance on RSUs, stock options, and ESPPs, with tax-aware strategies designed to turn equity into lasting wealth. Business Owner & Solopreneur Planning Helping clients align personal and business finances, manage uneven cash flow, and plan for growth and exit opportunities. Life Transitions & Family Planning Financial guidance through marriage, divorce, growing a family, IVF, and other pivotal life moments. Tax-Aware Investment & Retirement Planning Coordinating investments, tax strategy, and long-term planning to improve outcomes and reduce friction over time. Legacy & Multi-Generational Planning Helping clients think beyond today by structuring wealth to support family, values, and long-term impact.Additional Information
Why We’re Called 2nd Story Wealth We call it 2nd Story Wealth for a reason. Life doesn’t move in a straight line, and neither does financial planning. Lived Experience Matters As a husband-and-wife team, we’ve lived through many of the “second story” moments our clients face: • Blending families • Raising children across different stages • Supporting parents • Navigating loss • Stepping away from corporate careers to build something of our own We’ve experienced firsthand what it means to move from corporate roles into entrepreneurship, manage real estate properties, and make financial decisions during both seasons of growth and uncertainty. How That Shapes Our Work That perspective shapes how we show up for clients. We don’t just focus on optimizing spreadsheets, we help you think through decisions in the context of your real life: • Family dynamics • Your time and capacity • Tradeoffs and opportunity costs • What this next chapter is meant to look like What True Planning Means to Us Because true planning isn’t just about getting to the next level, it’s about making sure it’s one you actually want to live in. Our goal is to bring both perspective and structure, helping you make thoughtful decisions with confidence, knowing you’re working with advisors who don’t just understand the theory, but the reality.NAPFA Start Date
September 26, 2023
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