Cara Cremeans
Financial Advisor|CFP®
It's about making a positive impact in your life and helping you achieve financial peace of mind and security.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
My Purpose
My purpose is to help my clients achieve their financial goals and improve their overall financial wellbeing by providing guidance, advice, and support in areas such as budgeting, investing, retirement planning, and risk management.
My team plays a crucial part in helping you make informed financial decisions, set achievable financial goals, and create a comprehensive financial plan that supports your overall financial wellbeing.
In this way, my purpose as your financial advisor goes beyond simply managing assets and generating returns. It's about making a positive impact in your life and helping you achieve financial peace of mind and security.
Here are my areas of expertise
Cara develops trusting relationships with her naturally empathetic, receptive,
analytical, and creative nature to implement wealth, financial management, and
investment strategies. Her firm belief in being an honest advisor, then
all else will follow, is a result of her years coaching athletes on the NCAA Division I national championship stage, blended with a strong background in data analytics.
Financial Planning
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Life Insurance Strategies
Education Planning & Funding
Insurance Protection Strategies
Disability Planning
Lending a hand in my community.
Locally and nationally, here are some of the organizations with whom we partner:
Foundation For Girls
A local Charlotte non-profit, Foundation For Girls (FFG) economically empowers homeless single mothers and supports their children. FFG invests in women to become financially savvy, digitally capable, and career confident. FFG gives women access to opportunities, prepares them for higher-income jobs, instills confidence to keep a job, surrounds them with nurturing coaches, and nudges them towards financial resilience. Cara has humbly and proudly been a volunteer coach and mentor since 2018.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
