Plan with Purpose, at Every Stage
of Life.
At Your Planning Partner, LLC, we specialize in financial planning for doctors, medical professionals, and other high-achieving individuals who often face complex financial decisions, limited time, and competing priorities. Our comprehensive strategies are designed to help you navigate these challenges with clarity and confidence – whether you're tackling student loan repayment, optimizing tax strategies, moonlighting, or building long-term wealth.
As fiduciaries, we’re committed to serving your best interests every step of the way.
Helping You Plan with Purpose, at Every Stage of Life.
At Your Planning Partner, LLC, we specialize in financial planning for doctors, medical professionals, and other high-achieving individuals who often face complex financial decisions, limited time, and competing priorities. Our comprehensive strategies are designed to help you navigate these challenges with clarity and confidence – whether you're tackling student loan repayment, optimizing tax strategies, moonlighting, or building long-term wealth.
As fiduciaries, we’re committed to serving your best interests every step of the way.
Our Services
Our Services
Comprehensive Financial Planning
We take a holistic approach to managing your finances, helping you align your goals with actionable strategies. From building a solid budget to planning for major life milestones, we create a roadmap tailored to your unique needs, ensuring every aspect of your financial life is working together seamlessly.
Investment Management
Our investment strategies are designed to build and protect your wealth, balancing risk and reward to meet your financial objectives. We provide expert guidance on portfolio diversification, market trends, and sustainable investing, always keeping your long-term growth and financial security in mind.
Retirement Planning
Planning for retirement is more than just saving—it's about creating a lifestyle you can enjoy. We help you optimize retirement accounts, estimate future income needs, and develop withdrawal strategies to ensure your savings last. Whether you're early in your career or nearing retirement, we help you retire with confidence.
Tax-Efficient Strategies
Effective tax planning is essential to maximizing your financial potential. Our strategies focus on minimizing tax liabilities through deductions, credits, and optimized investment placements. We work alongside your tax professional to create a plan that keeps more money in your pocket.
Meet Your Experts
Carol Dixon
CFP® Founder & CEO
Carlene Werkle
Director of Client Relations
Michael Dixon
CPA/PFS
Kristy Runzer, CFP®
Assistant Financial Planner
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Meet Our Team
Carol Dixon
CFP® Founder & CEO
Carlene Werkle
Director of Client Relations
Michael Dixon
CPA/PFS
Kristy Runzer, CFP®
Assistant Financial Planner
Meet Our Team
With over 70 years of combined experience, our team specializes in Certified Financial Planning™ and tax-efficient strategies tailored to every stage of your financial journey. Whether you're just starting or managing a complex portfolio, our offices in Haddonfield, NJ, and Palm Beach, FL, provide expert guidance to help you achieve lasting financial success.
Michael Dixon
CPA/PFS
Michael is a Financial Advisor at Your Planning Partners, LLC, specializing in guiding affluent individuals through complex financial transitions with clarity and care. With a background in accounting, tax, and wealth management, he serves as a personal CFO to many clients—developing holistic, values-based plans that protect and grow wealth while coordinating seamlessly with their broader team of advisors.
Carol Dixon
CFP® & Founder
As a Certified Financial Planner™ and fiduciary, Carol specializes in guiding doctors, professionals, and families through their financial journeys with clarity and confidence. At Your Planning Partner, LLC, she offers personalized, holistic planning that covers everything from student loan repayment and tax-efficient wealth strategies to retirement and estate planning, helping clients make informed decisions at every stage of life.
Director of Client Relations
Carlene Werkle is the Director of Client Relations at Your Planning Partner, LLC, where she brings a warm, client-centered approach to every interaction. Originally from Long Island and now based in South Florida, Carlene draws on seven years of experience as a Personal Injury Paralegal to support clients with professionalism and care. Outside of work, she enjoys spending quality time with her partner Todd, as well as family and friends.
Edward Probst
Financial Planning Trainee
Edward Probst is a Financial Planning Trainee at Your Planning Partner, LLC, where he has been growing his expertise since 2019. A New Jersey native and graduate of Rowan University with a degree in management, Edward is passionate about helping clients build strong financial foundations as he continues to develop his career in financial planning.
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Edward Probst is a Financial Planning Trainee at Your Planning Partner, LLC, where he has been growing his expertise since 2019. A New Jersey native and graduate of Rowan University with a degree in management, Edward is passionate about helping clients build strong financial foundations as he continues to develop his career in financial planning.
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Comprehensive Financial Planning, All in One Place
Working without an integrated financial partner often means coordinating multiple advisors, managing tax planning separately, and spending more time than necessary. At Your Planning Partner, we offer a seamless, one-stop approach to financial planning and tax strategy—reducing stress, saving time, and helping you stay focused on your goals.
As fiduciaries, we’re committed to serving your best interests every step of the way.
Comprehensive Financial Planning, All in One Place
Working without an integrated financial partner often means coordinating multiple advisors, managing tax planning separately, and spending more time than necessary. At Your Planning Partner, we offer a seamless, one-stop approach to financial planning and tax strategy—reducing stress, saving time, and helping you stay focused on your goals.
As fiduciaries, we’re committed to serving your best interests every step of the way.
Proudly Serving Clients Nationwide,
With Deep Roots In...
Haddonfield, New Jersey
From our headquarters in Haddonfield, we provide personalized financial planning for individuals and families across New Jersey. Whether you're managing debt, growing your income, navigating career changes, or preparing for retirement, our fiduciary-based approach offers expert guidance tailored to your unique goals and lifestyle.
Palm Beach, Florida
From our base in Palm Beach—where we have deep roots in the local business community and an established office—we provide expert financial planning for individuals and families across Florida. Our strategies are tailored to the state’s unique tax advantages, lifestyle goals, and financial opportunities. Whether you're building a business in Miami, planning for retirement in Tampa, or just getting started in Orlando, we offer personalized, fiduciary-based planning to help you build, protect, and grow your wealth with confidence.
New York, New York
In the heart of one of the world’s fastest-paced cities and beyond, we provide expert financial planning for individuals and families across New York—from Manhattan to upstate. Whether you're managing a complex benefits package in NYC or planning for retirement in the Hudson Valley, our personalized strategies help simplify financial decisions, build long-term wealth, and keep you focused on what matters most.
Philadelphia, Pennsylvania
We offer trusted financial planning for individuals and families across Pennsylvania, serving clients from Philadelphia to the suburbs and beyond. With a deep understanding of the state’s economic landscape and personal financial challenges, we help you build a financial plan that supports both your career and your life outside of work.
