Alison J. Hamilton
Alison Hamilton, CFP®, CDFA®, CTFA, is a Financial Planner at Carnegie Investment Counsel, dedicated to helping individuals and families make informed, confident financial decisions. She specializes in retirement planning, tax strategy, cash flow analysis, charitable giving, and the financial complexities of divorce. Drawing on more than three decades of experience, Alison provides thoughtful, comprehensive planning tailored to each client’s unique circumstances.
The first quarter of the year is an ideal time to get your finances in order. Whether because it made your New Year’s resolution list or because financial tasks got pushed aside last year, this is a natural time to take stock. If you’ve never created a financial plan, now is an excellent time to start. And if you already have one in place, it’s a good opportunity to update it and see where things stand.
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Financial Planning
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