Ithaka Financial Planning

ithaka financial planning, llc is a fee-only financial planning and investment management firm headed by carolyn ozcan, cfp® and beth remick, cfp®. ithaka is dedicated to helping women achieve their financial and life goals. as women, we share many of the same life experiences. we know you’ve worked hard to build your career and assets and that there are many paths in the journey of life. we believe that financial planning should play a vital role in one's journey and take a holistic approach to planning. we work hard to get to know you, your personality, and preferences so we have a clearer sense of your dreams and vision. building a trusted relationship with our clients allows for greater opportunities for openness, problem solving and action. we want our clients to feel as successful in their personal financial journey as they do in the other areas of their lives. we are committed to our clients, their successes, and putting their needs first. it is a commitment we honor with integr