Karlee's unique advising practice draws from her experience as a Certified Financial Planner and professionally trained life and career coach. She specializes in working primarily with finance curious women, including business owners and executives, who are too busy to organize their own financial lives.

As a financial advisor, Karlee has been able to witness how emotional money can be for people. It's not spoken about in schools, it's not spoken about in families, and it ends up not being spoken about at all.