Carla Adams, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Carla
Bio
Hi, I’m Carla, and I’m living my best life doing what I love most — helping people with their money. I pride myself on creating a compassionate, judgment-free environment for my clients. My superpower is breaking down complex topics and explaining them in a way that’s clear and accessible to people who aren’t finance experts. While I truly enjoy working with all types of clients, I specialize in helping high earners navigate RSUs and company stock options, integrating equity compensation into their broader financial plan in a thoughtful, tax-efficient way. My investment philosophy is refreshingly vanilla — low-cost index funds, broad diversification, and long-term buy-and-hold discipline. If you’re searching for hot stock tips or market timing, I’m probably not the right fit. (Btw, if you are wanting to meet sooner than what's available on my calendar, shoot me a message and I'll try to fit you in!)
I Can Help You With
I Enjoy Working With
Personal Stuff
I grew up in Massachusetts (and love to go back whenever I can!) before heading south to attend college in Virginia. After that, I spent 12 unforgettable years in Chicago, where I built the early chapters of my career and met my husband. He eventually convinced me to move back to his home state of Michigan, and we’ve been living in the greater Detroit area with our two daughters since 2018. I enjoy yoga, nature walks, snowmobiling, a good glass of red wine, and, most of all, time with my family.
Education & Designations
Experience
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Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.