Carlie Ransom, CFP®, AIF®

Hi! I help intentional professionals 50+ design a work-optional next chapter. Clients come to me for clarity on how and when they can retire, slow down, or take a sabbatical without blowing up their long-term plan.

KEY QUESTIONS I HELP ANSWER:

• Am I on track for a work-optional life?
• How do I turn RSUs, retirement accounts, or business revenue into reliable income?
• What is the best way to reduce taxes, and do I need Roth conversions?
• How can I support family or community without risking my own security?

WHY CLIENTS CHOOSE ME:

• WATER, Not FIRE. I don't treat retirement like a finish line. My WATER framework supports fluid transitions: sabbaticals, slowdowns, and purposeful pivots.
• Education-focused. With a background in science education and over a decade advising physicians and impactful professionals in medicine, tech, and business, I answer the deep technical questions others skim past.
• Joyful, Values-Aligned Planning. Every plan reflects what matters most, including flexibility, community, impact, or legacy. ESG or socially responsible investment strategies (optional) are offered as part of a broader values-based planning approach.

MY BACKGROUND:

Former science teacher. Collaborated with Nobel laureate Dr. Leland Hartwell on sustainability curriculum. Secured millions in grant funding for impact initiatives. Financial planner since 2015. CERTIFIED FINANCIAL PLANNER® Professional and Accredited Investment Fiduciary®. Co-founded Equal Path Investments in 2023 with partner Danielle Hines, Maj., JD/LL.M.

Based in Tacoma, WA, serving clients nationally.

To learn more, please schedule a complimentary intro call or visit my website (links above).