(888) 330-4171

Working with you, for you

Situational Financial Planning


Perfect for people seeking a targeted solution to specified goal or situation. They desire a financial concierge to assist them in assessing or coordinating a particular concern.

Situational Clients work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:

  • Financial organization
  • Risk management (Insurance planning or review)
  • Estate settlement coordination
  • Business owner planning
  • Questions answered, for example, Can I afford to buy a home?
  • Investment Strategy*


  • Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately on request or recommendation.
  • Investment Management and Financial Planning services are available separately.

*May utilize CFA partnership for analysis


Karalyn Carlton, Financial Advisor. 2107 Elliott Ave, Suite 305 Seattle, Washington 98121 United States

Carlton & Company Financial, Inc., offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor.  Member FINRA/SIPC.  Carlton & Company Financial, Inc. and IFG are unaffiliated entities.
Licensed to offer securities in the following states: AZ, CA, CO, DC, FL, ID, KY, MD, MN, MT, NY, OR, TX, VA and WA.
Information provided here is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. When you click on a link to a third party website, you are leaving our site and assuming all responsibility for your use on these sites.


Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved