Caroline Wetzel

04/23/2026

Finances can bring partners together and deepen - rather than divide - their relationship. Thank you Barron's Advisor Steve Garmhausen and Procyon for inviting me to share how I advise couples on this important topic.

Financial planning can lead to difficult conversations for couples.

Private Wealth Advisor Caroline Wetzel was featured in 'sAdvisor article discussing how she guides couples through financial conversations to create a strategic, long-term plan. Creating a joint strategy, holding each other accountable and reiterating a plan if needed is important to avoid long-term frustration.

“What is yours, mine and ours, and what does the future look like for us?” Caroline said. “All too often, couples are so focused in the current moment that these more strategic, longer-term questions get put off to another day.”

Read the full story here: https://shorturl.at/NAbZg

04/09/2026

Today is going to be great! From advising current clients to listening to the pain points of prospective clients to offering two workshops, I can't wait! For more info, check out my LinkedIn video:

https://www.linkedin.com/posts/carolinewetzelcfp_excited-for-all-that-is-ahead-today-lets-activity-7447978645635338240-M5ji?utm_source=share&utm_medium=member_android&rcm=ACoAAABodKwBWq8xhfU81fksZnx2j9jF_MnViK8

04/08/2026

✨ Don't miss Step into Your Power: Put Your Plan in Motion tomorrow Thursday 4/9 at 12pm EST. This is the last ZOOM in the Women, Money, Power series that I am offering with  We'll explore what motivates you to act, how resolutions and wishes are different from action plans, and four tips to set yourself up for success. LIVE Tomorrow! secure your spot today:

📅 April 9th | 12pm EST
👉Sign Up Here: https://us02web.zoom.us/meeting/register/N_f_OFGyRHawCrN78kxphg #/registration

04/02/2026

✨ Join  and me for the last ZOOM in our Women, Money, Power: Kick Start Your Life's Work series. We will:

• Explore the beliefs, behaviors, and circumstances that motivate you to act

• Consider what differentiates “resolutions and wishes” from “action plans”

• Learn four tips to set yourself up for success

 

Use the registration links below to secure your seat today. Bring your friends and your questions! We can’t wait to see you there! 

 

📅 April 9th | 12pm EST

Step into Your Power: Put Your Plan in Motion

👉Sign Up Here: https://us02web.zoom.us/meeting/register/N_f_OFGyRHawCrN78kxphg

03/27/2026

Your credit is a strategic piece of your financial picture. Check out this guide for more details and contact me if you'd like to discuss how you can set yourself up for financial success over time.

03/23/2026

✨ There’s still time! Don’t miss the second installment of my series this week, Women, Money, Power: Kick Start Your Life’s Work – Thursday at 12pm EST. We will explore how self-limiting beliefs hold us back from experiencing lives of abundance and how shifting our money mindsets can open a world of new possibilities and opportunities.

Secure your spot today:

📅 March 26th | 12pm EST

Adopt a Healthy Money Mindset

👉Sign Up Here: https://us02web.zoom.us/webinar/register/WN_WsypYA3DQmKxGiKaoT7lwA

03/18/2026

✨ Excited to offer next week the second session in my complimentary series Women, Money, Power: Kick Start Your Life’s Work. We will explore our personal money stories, reflect on money scripts that may have guided beliefs and behaviors, and learn tips for training our brains and adopting a healthy money mindset!

📅 March 26th | 12pm EST
Adopt a Healthy Money Mindset
👉Sign Up Here: https://us02web.zoom.us/webinar/register/WN_WsypYA3DQmKxGiKaoT7lwA


Inspired by years of advising accomplished women on how to own their wealth and positively change their lives; I am partnering with Jaye Smith co-author of Reboot Your Life with 25+ years guiding women through personal reinvention and leadership transformation, to bring you this exclusive series.

I can’t wait to see you there!

Seats are filling up quickly for the final session, secure your spot today:

April 9th | 12pm EST
Step into Your Power
👉Sign Up Here: https://us02web.zoom.us/webinar/register/WN_yuUAdxHZSJ-wWp-JwjCsYQ

03/11/2026

✨ Don’t miss the first installment of my webinar series – Women, Money, Power: Kick Start Your Life’s Work – tomorrow at 12pm EST.

Join in on the open discussion as we explore the topics of how women can harness their power, creativity, and financial confidence to cultivate the life they’ve imagined.

LIVE Tomorrow! secure your spot today:

📅 March 12th | 12pm EST

Visualize the Life You Want

👉Sign Up Here https://us02web.zoom.us/webinar/register/WN_STIKt1M5R3ytQ5A9Qtv4Ng

 

Only two sessions remain in the series — we’d love to see you there. Save your seat:

March 26th | 12pm EST

Adopt a Healthy Money Mindset

👉Sign Up Here https://us02web.zoom.us/webinar/register/WN_WsypYA3DQmKxGiKaoT7lwA

 

April 9th | 12pm EST

Step into Your Power

👉Sign Up Here https://us02web.zoom.us/webinar/register/WN_yuUAdxHZSJ-wWp-JwjCsYQ

03/09/2026

✨ Take little time for you and sign up for the first installation of my upcoming webinar series Women, Money, Power: Kick Start Your Life’s Work.

Each 45 minute session works together to provide participants with information, inspiration, and tools to kick start their life’s work in 2026 and flourish.

LIVE this Thursday:

📅 March 12th | 12pm EST

Visualize the Life You Want

👉Sign Up Here: https://us02web.zoom.us/webinar/register/WN_STIKt1M5R3ytQ5A9Qtv4Ng

 

Led by Jaye Smith, co-author of Reboot Your Life with 25+ years guiding women through personal reinvention and leadership transformation and me, Caroline Wetzel, CFP?, MBA, AWMA?, a Private Wealth advisor with 25+ years of experience in financial services and helping women understand their relationship with money and use their financial power with intention.

 

Seats are filling quickly for the final two sessions, secure your spot today:

March 26th | 12pm EST

Adopt a Healthy Money Mindset

👉Sign Up Here: https://us02web.zoom.us/webinar/register/WN_WsypYA3DQmKxGiKaoT7lwA

 

April 9th | 12pm EST

Step into Your Power

👉Sign Up Here: https://us02web.zoom.us/webinar/register/WN_yuUAdxHZSJ-wWp-JwjCsYQ

03/04/2026

In this edition of 𝘾𝙤𝙛𝙛𝙚𝙚 𝙬𝙞𝙩𝙝 𝘾𝙖𝙧𝙤𝙡𝙞𝙣𝙚, let’s talk about your credit profile, one of the most powerful and often overlooked pieces of your financial plan.

Creating and maintaining strong credit can save you significant money over your lifetime and open doors to financial opportunities that may not otherwise be available. It’s something I regularly review with clients as part of building a stronger long-term foundation.

In recognition of 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗿𝗲𝗱𝗶𝘁 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗠𝗼𝗻𝘁𝗵, I’m sharing “𝗖𝗮𝗿𝗼𝗹𝗶𝗻𝗲𝘀 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗵𝗲𝗰𝗸𝗹𝗶𝘀𝘁,” a few important questions I encourage clients to consider as they strengthen their financial plans over time.

☕𝗚𝗿𝗮𝗯 𝘆𝗼𝘂𝗿 𝗰𝗼𝗳𝗳𝗲𝗲 𝗮𝗻𝗱 𝗿𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗵𝗲𝗿𝗲:
https://procyon.box.com/shared/static/851km95t1fxy10fyw8zc7ox0rggbctkk.pdf