Meet Your
Trusted Partners
From Family Values to Financial Confidence
From Family Values to Financial Confidence
Meet Our Team
Carol Dixon
CFP® Founder & CEO
Michael Dixon
CPA/PFS
Carlene Werkle
Director of Client Relations
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Kristy Runzer, CFP®,
Assistant Financial Planner
Edward Probst
Financial Planning Trainee
Generations of Expertise. Planning with Purpose.
At Your Planning Partner, we believe the best financial advice is rooted in relationships. Our story began with a father and daughter—Carol and Michael Dixon—combining their expertise to build a different kind of planning firm: one that values clarity, care, and continuity. Today, Carol leads a dedicated team that helps clients achieve peace of mind through holistic, goal-oriented strategies.
From Family Values to Financial Confidence
Generations of Expertise. Planning with Purpose.
At Your Planning Partner, we believe the best financial advice is rooted in relationships. Our story began with a father and daughter—Carol and Michael Dixon—combining their expertise to build a different kind of planning firm: one that values clarity, care, and continuity. Today, Carol leads a dedicated team that helps clients achieve peace of mind through holistic, goal-oriented strategies.
Our Vision. Our Mission. Our Legacy.
All About Our Story
This is the space to introduce visitors to the business or brand. Briefly explain who's behind it, what it does and what makes it unique. Share its core values and what this site has to offer.
Generations of Expertise. Planning with Purpose.
Unlike other firms, Your Planning Partner is a true one-stop shop—offering both comprehensive financial planning and in-house tax strategy and preparation. With a CFP® and CPA on your team, you get coordinated advice that connects your goals, investments, and taxes into one clear plan, saving you time and maximizing results.
Your Planning Partner began as a shared vision between Carol Dixon, CFP®, and her father, Michael Dixon, CPA/PFS. What started as family conversations about values, financial stewardship, and long-term planning evolved into a full-service firm rooted in trust, collaboration, and deep expertise.
Combining Carol’s background in client-centered financial planning with Michael’s decades of experience in accounting and tax strategy, they set out to create a holistic planning practice designed to serve individuals and families at every stage of life. Today, Your Planning Partner remains grounded in those original conversations—offering personalized, fiduciary guidance to help clients protect, grow, and enjoy their wealth with confidence.
Combining Carol’s background in client-centered financial planning with Michael’s decades of experience in accounting and tax strategy, they set out to create a holistic planning practice designed to serve individuals and families at every stage of life. Today, Your Planning Partner remains grounded in those original conversations—offering personalized, fiduciary guidance to help clients protect, grow, and enjoy their wealth with confidence.
Your Career is Complex—Your Finances Don’t Have to Be
Meet Your
Trusted Partners
What Sets Us Apart
Unlike other firms, Your Planning Partner is a true one-stop shop—offering both comprehensive financial planning and in-house tax strategy and preparation. With a CFP® and CPA on your team, you get coordinated advice that connects your goals, investments, and taxes into one clear plan, saving you time and maximizing results.
Comprehensive, Holistic Planning
We integrate all aspects of your financial life—budgeting, investments, tax strategy, insurance, and estate planning—into one clear, strategic plan.
In-House Expertise
With a CFP® and CPA on our team, you receive coordinated guidance that covers both financial planning and tax considerations, all under one roof.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act in your best interest—offering advice that is transparent, objective, and tailored to your goals.
Truly Personalized Service
We take the time to understand your unique values, goals, and life transitions. No cookie-cutter plans—just strategies built around what matters most to you.
Meet the Experts
Michael brings decades of experience in accounting, tax strategy, and financial planning. As a CPA and Personal Financial Specialist, he focuses on guiding affluent individuals—especially those navigating major life changes such as divorce or the loss of a spouse. He’s known for taking a holistic approach and often acts as a personal CFO for high-net-worth clients. Michael is a graduate of the Wharton School at the University of Pennsylvania.
Michael Dixon, CPA/PFS
Carol is a CERTIFIED FINANCIAL PLANNER™ and visionary behind Your Planning Partner, LLC. With a deep personal connection to the medical world through her sister's emergency medicine residency, Carol developed a passion for helping doctors and professionals plan for life with clarity and confidence. She specializes in tax-efficient, holistic planning that evolves with your career. Carol is a graduate of the University of Notre Dame with a BA in Entrepreneurship and Management.
Carol Dixon, CFP® Founder & CEO
Carlene brings warmth and professionalism to every client interaction, drawing on over a decade of experience as a Personal Injury Paralegal and more than 20 years in customer service. A Long Island native recently returned from West Palm Beach, she combines her passion for people with sharp attention to detail, ensuring a seamless and supportive experience from the first meeting through every stage of the client relationship.
Carlene Werkle,
Director of Client Relations
Edward is a dedicated team member who began his journey with YPP during his studies at Rowan University, where he earned a degree in Management. A New Jersey native, Edward is passionate about supporting the planning process and growing his knowledge to better serve our clients.
Edward Probst,
Financial Planning Trainee
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Kristy is a Certified Financial Planner™ with over a decade of experience in personalized planning. A graduate of Penn State University, Kristy helps individuals and families build secure futures through thoughtful strategy and client-focused service. At YPP, she supports the full planning process and brings a personal touch to every client relationship. Kristy is a New Jersey-based mom of three who enjoys outdoor time, fitness, and creative hobbies.
Kristy Runzer, CFP®,
Assistant Financial Planner
Meet Our Experts
Kristy is a Certified Financial Planner™ with over a decade of experience in personalized planning. A graduate of Penn State University, Kristy helps individuals and families build secure futures through thoughtful strategy and client-focused service. At YPP, she supports the full planning process and brings a personal touch to every client relationship. Kristy is a New Jersey-based mom of three who enjoys outdoor time, fitness, and creative hobbies.
Kristy Runzer, CFP®, Assistant Financial Planner
Carlene Werkle, Director of
Client Relations
Carlene brings warmth and professionalism to every client interaction. With a background as a Personal Injury Paralegal and a passion for people, she ensures a seamless experience from first meeting to long-term relationship. Born and raised in Long Island, Carlene now resides in South Florida and enjoys spending time with her partner Todd, friends, and family.
