Experience

Carrie D. Wilson, CFP ®, CDFA™
Divorce Financial Help:  Guiding Your Decisions Before, During and After Divorce

Carrie Wilson is a Dallas area based consultant and financial planner specializing in divorce financial planning.  She is both a Certified Divorce Financial Analyst™ and a Certified Financial Planner™ Practitioner.

As a financial planner, Carrie’s business routinely involves assisting clients with issues related to budgeting, risk evaluation, investments, taxes, retirement planning and estate planning.  Much of her experience includes advising clients with extensive corporate benefits such as company stock options, large stock positions, deferred compensation, etc.  After experiencing divorce and its financial affects first hand, Carrie decided to increase her focus within her financial planning practice to help clients deal with these challenging financial issues in the context of divorce.

Divorce can be the most emotionally and financially devastating period in someone’s life and is typically the largest financial transaction most people will ever experience.  Carrie provides education and support during difficult decision making processes in order to help clients reach rational and informed conclusions.  She believes in providing the guidance necessary for making decisions that result in equitable and sustainable solutions for all those involved.

Carrie serves as a financial planner with Allegiant Wealth Management, a Dallas based investment management, consulting and financial planning company where she specializes in comprehensive financial planning.  Her planning advisory practice includes a comprehensive post divorce financial planning program for clients dedicated to preparing for financial independence and long term success during the post divorce transition.  This plan was developed after seeing many negative effects to clients as a result of the lack of follow through on important financial issues after divorce.

In addition to the CDFA™ and CFP® credentials, Carrie has passed the FINRA Series 7 (General Securities Representative) and 66 (Uniform Combined State Law Exam) financial services examinations and holds Life, Health, and Disability insurance licenses through the states of Texas and Florida.

Securities and Investment Advisory Services offered through MML Investor Services LLC, Member FINRA and SIPC.  Divorce Financial Help is not affiliated with MML Investor Services Inc.  MML Investor Services Inc. is not affiliated with either Divorce Financial Help or Allegiant Wealth Management.

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