CSLP Program - Student Loan Advisor Training
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Advisor Detail

Carter Michaelson

Designation: BFA,CFP®,CSLP®,RIA
Languages: English
Fee-only financial planner specializing in student loan strategies for medical professionals, helping optimize repayment, forgiveness, and create a clear path forward.
Contact

Contact Information

1109 112th Ln NE
Email:
Carter@illumifiwealth.com
Business Phone:
(651) 237-3725
City: Blaine
State: MN
Zipcode: 55434

Social Information

Business Name:
illumiFI Wealth

Business Information

We know student loans can be one of the most overwhelming pieces of your financial picture—especially for medical professionals who’ve invested years of education and training into their calling. Our goal is to simplify complexity, bring clarity to your repayment plan, and help you build a plan that fits your life, career, and long-term goals.
We don’t just calculate payments — we walk alongside you, helping you understand the “why” behind your options and how each decision impacts your broader financial journey.
By blending behavioral finance with deep technical expertise in loan rules and forgiveness programs, we help ensure your strategy aligns with both your numbers and your values — whether that means pursuing PSLF, optimizing income-driven repayment (IDR), or strategically refinancing when the time is right.
Our process is educational, collaborative, and grounded in real-world experience. We simplify complexity, create “lightbulb moments,” and inspire confidence.

Disclaimer:
Advisory services are offered through illumiFI Wealth, LLC, a Registered Investment Adviser with the state of Minnesota. Advisory services are only offered to clients or prospective clients where illumiFI Wealth, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting. The opinions expressed in any commentary posted on this site are solely those of the individual author and do not necessarily reflect the views or opinions of illumiFI Wealth, LLC. These opinions are based on information available at the time of posting and are subject to change without notice. illumiFI Wealth, LLC does not commit to updating any posted positions or commentary to reflect subsequent developments. While the information and reasoning used to form these opinions are believed to be from reliable sources, illumiFI Wealth, LLC does not verify this information, and no guarantee is provided regarding its accuracy, completeness, or validity. illumiFI Wealth disclaims any and all liability for actions taken or not taken based on the content of this site. No warranty, express or implied, is given in connection with the content provided. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Focus Areas:
Healthcare, Financial Planning, Retirement, Investments, Student Loans
License 1:
CFP
License 2:
FINRA
License 1:
441913
License 2:
CRD: 7211013
Client Types:
Attorneys, Medical Doctors, Nurses, Recent Grads, Tax Planning
CSLP Issue:
July 28, 2023
CSLP Exp:
July 28, 2027
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