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Caroleen Verly

Caroleen Verly

 


If I can help you better understand your money, you can devote more of your time and energy to what you love and do best. My approach is to be encouraging and caring to my clients. I provide judgement-free support without financial jargon. You can learn more about me and my approach on my website.

I offer financial coaching services, and Tiller is my tool of choice to help clients aggregate their accounts and understand their income, expenses, assets, and liabilities.

If you’re interested in using Tiller but have been spinning your wheels trying to get started, I can help you configure your Tiller account to get you up and running sooner. I can save you precious time and mental energy to get you over the initial learning curve so that you can take advantage of the insights Tiller can generate for you.

We will work together over Zoom to configure custom categories, categorize your historical data, and set up rules to automatically categorize your transactions going forward. With Tiller’s great flexibility, the sky is the limit!


caroleen@untangleyourmoney.com

 


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.

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