Nicole Carlon believes financial success means very little if it doesn’t create the freedom to live the life you’ve worked so hard to build.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional at WiseOak Wealth, Nicole helps women use their financial success as a tool to create lives filled with greater choice, deeper purpose, and meaningful experiences.

She believes we’ve done an incredible job teaching women how to build successful careers, but very little to teach them how to use that success to create the life they truly want. Whether that means traveling more, spending more time with family, caring for aging parents, retiring with confidence, or leaving a meaningful legacy, Nicole loves helping women redefine what success looks like on their own terms and helping them gain the clarity, confidence, and trusted guidance to turn that vision into reality.

Her work is built on education, collaboration, and relationships because no woman should feel like she has to figure it all out on her own.

Nicole believes the true value of money isn’t found in what it can buy, but in the choices it creates, the experiences it makes possible, and the life it helps women build.