Caroleen Verly

Caroleen Verly


Cambridge, MA

My approach is to be encouraging, compassionate, and caring to my clients. I provide shame-free and judgement-free support without financial jargon. I am confident that managing your money wisely is a skill that you can and will learn. Our meetings are a safe space where I will meet you where you are.

Don’t feel worried or ashamed when reaching out for support from me; I am here to help you move forward.

Helping others take control of their finances is my way to save the world, one dollar at a time. If I can help you reduce the stress of money, you can devote more of your time and energy to what you love and do best.

I use Tiller with all my coaching clients to help them better understand their historical income and expenses, as well as to keep track going forward. I have built my own custom visualizations and reports that integrate into Tiller’s Foundation Template to build on the basic Tiller subscription.

I work together with clients over Zoom to set up their custom Tiller account, and we work together to connect their accounts, pull in 1-2 years of historical data, and get them up and running.



The Tiller Financial Professionals Directory is a convenient starting point for Tiller customers to browse a range of financial professionals experienced with Tiller’s personal finance service.

Users can browse the directory to find financial advisors, accountants, and other financial professionals who are familiar with Tiller. It’s a resource to explore options and gather contact information for potential advisors.

Tiller does not endorse any particular advisor. This directory is provided for informational purposes only and is not an endorsement of skills or qualifications. Users should conduct their own research before engaging any advisor.

Professionals are listed based on a variety of factors, including industry presence and user suggestions. However, Tiller only conducts a minimal vetting process.

We strongly recommend conducting your own further research. Interview potential advisors, check their credentials, and consider their experience and client reviews.

Here is a post covering the differences in financial certifications.

Tiller is not liable for any outcomes resulting from services provided by professionals listed in the directory. Users are responsible for their choice of professional and any resulting agreements.

We do not currently publish reviews or ratings, but this will likely change in the future. For now we encourage you to send feedback about your experience with the directory and the advisors you contact by contacting our support team.

The directory is periodically updated to add or remove professionals and to ensure the information is current.

The directory is a free resource. Likewise, we do not charge financial professionals to be listed in the directory.

Professionals interested in being listed should read this post. You can also contact Tiller’s team through our support portal. Inclusion is subject to review and does not guarantee listing.

Start Your Free Trial

"There isn’t another tool on the market that does what Tiller can do.”
Will Hinton, Google Review October 30, 2023