Integrity First Financial

Carriere Financial Planning, established in 2021 by Paul Carriere, is a fee-only investment advisory firm based in Colorado Springs, serving clients nationwide. Paul, a Certified Financial Planner (CFP®), is dedicated to simplifying financial matters and empowering self-employed individuals and mid-career professionals with equity compensation to achieve their financial goals. The firm operates under a fiduciary standard, ensuring client interests are prioritized.

The firm distinguishes itself by offering comprehensive financial planning, investment management, and tax planning services. They prioritize a consultative approach, creating personalized financial roadmaps for clients without account minimums, aiming to make expert financial guidance accessible to a broader audience, including young professionals, entrepreneurs, and freelancers.

Carriere Financial Planning focuses on building long-term partnerships, providing ongoing support and adaptive strategies as clients' lives and financial aspirations evolve. Paul Carriere's commitment to balancing present enjoyment with future financial security underpins the firm's philosophy, ensuring a customized and hands-on approach to wealth management and tax-efficient portfolio strategies.