What makes Shari Carlson with Unity Wealth Strategies a good neighbor?

Money doesn't have to be stressful when you have the right partner. Meet Shari Carlson, founder of Unity Wealth Strategies, who's redefining what financial advising looks like by making it accessible to everyone—not just those with substantial wealth.

Frustrated after searching for a financial advisor who would work with someone who didn't meet arbitrary wealth minimums, Shari decided to become the solution herself. "I became what I needed," she explains, "an advisor that will speak to anyone about money." This philosophy forms the foundation of Unity Wealth Strategies, where financial literacy, confidence, and education take precedence over account minimums.

Shari shatters the common misconception that financial advisors are exclusively for the wealthy elite. Her approach welcomes anyone looking to improve their financial situation, regardless of portfolio size. As a business owner herself, she naturally connects with entrepreneurs—particularly women business owners—through community involvement, volunteer work, and genuine relationship building. Behind her professional mission lies a personal story of resilience as a single mother navigating her son's medical challenges, which has only strengthened her belief in finding positive pathways through life's difficulties.

Whether you're struggling with basic budgeting or trying to understand complex financial concepts, Shari's message is clear: you deserve financial guidance. Reach out to Unity Wealth Strategies at 719-602-1221, visit myunitywealth.com, or connect on Facebook to start your journey toward financial confidence today.

To learn more about Unity Wealth Strategies go to:

https://myunitywealth.com/

Unity Wealth Strategies

719-602-1221