Caroline Jones
CFP®, EA, CDFA®
BlueSky Wealth Advisors
Wealth Advisor
Caroline Jones
CFP®, EA, CDFA®
BlueSky Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Caroline Jones, CFP®, EA, CDFA®
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Caroline Jones is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors provides comprehensive financial planning and wealth management to help medical practictioners, small business owners, successful professionals and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Caroline Jones is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Caroline Jones is responsible for managing client data, developing financial plans, implementing recommendations, and presenting information to clients. She assists in answering their daily and ongoing questions as well as managing their investments and other financial matters.
Caroline earned her Bachelor of Science degree in Consumer Economics and Master of Science in Financial Planning from the University of Georgia. While at the University of Georgia, she participated in programs to help people in the community with their taxes and financial problems.
Between graduating and joining the BlueSky team, Caroline spent two years as a Financial Advisor at a financial planning firm in Athens, Georgia. Today, she greatly enjoys helping BlueSky clients create and realize their financial and personal goals.
Caroline lives in New Bern, North Carolina, with her husband.
Caroline Jones is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina, Pleasanton, California and San Jose, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Caroline Jones is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Caroline Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Caroline Jones is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Caroline Jones is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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BlueSky Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Caroline Jones
Office Locations:
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2131 S. Glenburnie Rd.
Suite 8
New Bern, NC 28561
