Welcome! I’m Caroline Tanis, Financial Advisor, Strategist, Speaker, and most importantly founder of Tanis Financial Group. I specialize in working with highly ambitious women, helping them create a goal-based financial plan. My clients know the importance of creating a plan to protect their families in case of emergency while also building actionable steps to achieve the financial goals of their desired lifestyle.

Here at Tanis Financial Group (commonly referred to as TFG), we offer a wide range of services like strategy sessions, comprehensive financial planning, wealth management, and more.


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Here at Tanis Financial Group we believe that financial planning can help you build your dream lifestyle
-Caroline Tanis, CDFA®