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Carolyn E. Douglas, CFP®
Founder
Carolyn earned a degree in Personal Financial Planning from Baylor University and is a CERTIFIED FINANCIAL PLANNER™ professional. As a member of the Financial Planning Association, she has served on the national Chapter Leadership Resource Council and chaired and served on numerous national FPA task forces. She formerly held the positions of Chairman and President of the Houston chapter of the Institute of Certified Financial Planners. Carolyn is also a member of theHouston Estate and Financial Forum and serves on the Houston Revels Board of Directors, a non-profit performing arts organization. She has 35 years of fee-only financial planning experience.

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