CLW Financial Planning LLC helps professional women have confidence to feel safe and secure in retirement whether you want to.......


→Retire from corporate job, travel the country visiting friends and family, going on dream vacations

→Provide a legacy.

→Give to charity as a testament to parents’ value of education; giving every year in an amount she didn't know was possible.

→Understand better what investments you have and how they work to keep you secure and working for you once you stop working.

→Have an advisor who walks alongside you coordinating with other advisors  integrating all pieces of the plan.

→help educate you so that you feel confident in your financial decisions.




CLW Financial Planning LLC (“CLWFP”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CLWFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CLWFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.