You don’t need to have it all figured out. You just need a plan.
Download Carols 10 Tips — practical, real-world tips to help you take control of your finances with clarity and purpose.
Carol L. Petrov, CFP®, CPWA® is Vice President at Kendall Capital, a fee-only fiduciary firm serving Middle-Class Millionaires®. With over 20 years of experience in financial planning, Carol helps clients build wealth through strategic planning, smart investing, and personalized guidance. She’s known for making complex financial decisions simple, clear, and actionable.