Melissa Carlson
State(s) Licensed: CO, FL, KS, MN, ND, SD
85 Lake Street North
Forest Lake, MN 55025
State(s) Licensed: CO, FL, KS, MN, ND, SD
Take Control of Your Money
I help families and early- to mid-career professionals take control of their money—so their money doesn’t control them.
Together, we’ll build a financial plan that supports the life you dream of both now and in the future. That might mean retiring early, stepping back from work to raise a family, traveling more, buying your dream home, or simply having the flexibility to make choices with confidence.
Your plan should be personal and reflect what matters most to you. I take pride in creating strategies that allow you to enjoy what you’ve worked hard for today, while still saving intentionally for tomorrow. Let’s build a plan to get you there—one dollar at a time.
Stewardship
I believe we’re called to steward all the gifts God has given us—our time, talents, and finances—to the best of our ability. Below are a few verses that guide and inspire me in that mission.
"Life does not consist in the abundance of possessions." Luke 12:15b
"No one can serve two masters. Either you will hate the one and love the other, or you will be devoted to the one and despise the other. You cannot serve God and money." Matthew 6:24
"A generous person will prosper; whoever refreshes others will be refreshed." Proverbs 11:25
If these values resonate with you, let’s talk about how your financial plan can reflect them too.
Families
Children can change every aspect of your life, and your financial plan now has more moving parts than ever before. I partner with families to help protect the people you love and set them up for long-term success.
I also believe in the power of financial education at every age. One of the most impactful things you can do for your kids is to give them a strong foundation of financial literacy. That might mean inviting your teen to sit in on a planning meeting to start learning about investing, or exploring account options for your younger children to help with future expenses like college or a first home. I love sharing financial education and resources for the whole family.
Let’s connect and explore how you can leave a legacy that’s about more than just dollars and cents!
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Location
Forest Lake Office
- Phone:
- 651-240-1347
Hours
M – F: 9 a.m. – 5 p.m. Evenings by appointment