Carolyn Larsen-Wieber, CPA/PFS

My life’s work is to inspire and empower others to create the plan of their dreams


I was going along in life, making it to partner at a CPA practice and thought I had made it.  Then a friend of mine invited me to a business seminar.  Only in reality the “business seminar” was really a trauma informed coach who really knew marketing and a master at getting people like me into the room. 

An intervention at that seminar changed my life.  After more than 2 hours of coaching, he showed me where my blind spots were.  For over 10 years I had a dream of starting my own financial planning firm to help empower women to live out their dreams in retirement.  However, it was me who wasn’t walking the walk or talking the talk.  How could I help others before I helped myself?

Once the realization hit me, I immediately started the process of making my own dream come true.  I set up my LLC, left the partnership and opened CLW Financial Planning LLC. 

Today, I'm living my own dream that I have carefully crafted.  I have a balanced home/work-life.  I plan my schedule to include self-care, joyful activities such as tennis and I also have time to volunteer and give back to my communtiy.