Carol is a CERTIFIED FINANCIAL PLANNER (TM), Managing Member, and the Chief Executive Officer at Your Planning Partners, LLC. Carol has established an expertise in creating original planning solutions for individuals, families, and professionals during her years as a financial advisor.
Focused on a team approach, Carol has built a group of professionals to encompass all aspects of financial planning. From budgeting and debt services, to estate and tax planning for individuals and families, Carol has built comprehensive plans providing for all aspects of life. A firm believer that you cannot be an expert in everything, Carol brings the best professionals to each financial planning engagement to create the most successful plan for every client.
Believing that education is an essential focal point of every plan, Carol is an advocate of empowering and assisting women in creating their own successful financial future. She is a member and supporter of The Foundation for Women’s Cultural and Economic Literacy, as well as a supporter of The Center for Family Services, and the Girls Scouts of Southeast Florida.
Carol is a graduate of the University of Notre Dame, where she earned her BA in Entrepreneurship and Management. In 2006, Carol joined a small independent investment management firm and rose to Director of Operations in just three years. In 2016, Carol, with her father Michael Dixon, created Your Planning Partners, LLC to focus on holistic planning services.
Your Planning Partner, LLC 