Carolyn Nunez| CFP®, MBA
Ithaka Financial Planning, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Analysis
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Bethesda, MD 20815
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Carolyn Nunez is a Fairhaven, MA based Fee-Only Financial Planner serving the southcoast of Massachusetts (Fairhaven, Mattapoisett, Marion, New Bedford, Dartmouth, Fall River) with an additional office in the Washington D.C. area. Ithaka Financial Planning specializes in providing integrated financial planning and investment advice to help clients build, manage and protect their assets through life’s transitions. Carolyn Nunez is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional.
Carolyn Nunez, Principal and CERTIFIED FINANCIAL PLANNER™, holds an MBA from the Yale School of Management, and a bachelor’s degree from Johns Hopkins University. Carolyn is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors. She is also a member of the Financial Planning Association (FPA).
Prior to co-founding Ithaka Financial Planning, Carolyn spent over 15 years in financial services organizations including 10 years at Fannie Mae, 4 years at Resolution Trust Corporation and FDIC and several years as a consultant to the U.S. Export Import Bank and USDA Commodity Credit Corporation. Carolyn is an active community volunteer and serves as a member of the development committee at Alma Del Mar Charter School, and an active volunteer for the Unitarian Universalist Society of Fairhaven. She has also worked with the Women’s Fund of Southeastern Massachusetts, the League of Women Voters and is active with the Yale Women’s Alumni group.
Carolyn and Beth are dedicated to helping women and families achieve their financial and life goals.
Life Is About the Journey
At Ithaka we understand there are many paths in the journey of life. Rather than focusing solely on financial data, we take a more flexible and creative approach. We take a wider view that embraces your unique personality and preferences..
In addition, we know that goals can change not only with the ebb and flow of family, employment, and markets but also with changes of the heart. Be assured that Ithaka will help you monitor and reevaluate your goals, adjusting your plan to help you meet the changes and challenges of life.
Money Plays a Central Role
Regardless of where you are in life, it’s important to know that money plays a central role in everyone’s journey. How you spend or don’t spend money tells a story about where you’ve been and where you’re going.
We encourage a frank discussion about cash flow. Unlike the economy and markets, cash flow is one thing you can control. We can help you transform unplanned spending into a functional and harmonious system that keeps you on course toward your goals.
Equally important, we provide a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.
When done right, financial planning can help you unlock your productive energy and better use your wealth and talents to create a life rich in the experiences that you value.