Carlie Ransom, CFP®, AIF®

Hi! I help intentional professionals who’ve built financial stability but feel uncertain about how to fund their next chapter—whether that’s rest, reinvention, or retirement. My clients are ready to move beyond cookie-cutter advice in favor of a more educational, transparent, and joyful planning experience. Through our WATER framework, we transform financial complexity into values-aligned clarity for those ready to live with more purpose and freedom.

HOW WE'RE DIFFERENT FROM OTHER FLAT-FEE PLANNERS:

• WATER, not FIRE: We don't treat retirement like a finish line. Our WATER framework supports sabbaticals, slowdowns, and purposeful pivots—designing a life that works now and later.
• Values Integration: Every plan reflects your priorities—whether that's flexibility, community, impact, or legacy. Customized socially responsible or ESG investment strategies (optional) are offered as part of a broader, values-based planning approach.
• Education-Focused: With a background in science education and a decade advising MDs, PhDs, and thoughtful professionals, we break down complex concepts into actionable steps, empowering confident financial decisions.

WHO I WORK WITH:

My clients are growth-oriented professionals—often but not always GenX—who’ve built financial stability and now seek their next chapter. They value evidence-based advice but also ask deeper questions about purpose, joy, and alignment, all while balancing career demands, community responsibilities, and the desire for meaningful change.

Proudly based in Tacoma, WA, serving clients nationally.

READY TO LEARN MORE?

Visit my website to learn more about my journey from Seattle science teacher to financial planner to co-founder of Equal Path Investments. My experience—collaborating with a Nobel laureate, securing millions in funding for impact initiatives, and a decade of investment advising for impact-driven professionals—has shaped my fresh approach to financial planning.

Whether you're preparing for a sabbatical, designing an encore career, or balancing your dreams with kid drop-offs or aging parents, I help turn “what’s next?” into “what’s possible.”

If this sounds good, please schedule a complimentary consultation today by visiting my website.