Karly Holland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Divergent Planning, LLC in Bethesda, MD and the surrounding communities.
At Divergent Planning, we provide financial planning that evolves with your life. Based in Bethesda, Maryland, we are an independent Registered Investment Advisory firm partnering with mid-career professionals, pre-retirees, and federal government employees in Maryland, Virginia, Washington DC, and nationwide.
Here, you will not find financial advisors who are focused on selling you products that earn commissions. Nor will you find “financial planning” that is simply focused on your investments and ignores the other areas of your finances.
Karly Holland’s inspiration for a career in financial planning was sparked in college when she realized that many of her peers didn’t understand basic budgeting. Karly’s dad had taught her to be responsible with money, and she wanted to build on that knowledge so she could help herself and others. Today as a CERTIFIED FINANCIAL PLANNER™ professional, she is thrilled to help Divergent Planning's clients understand the why and the how of their financial planning recommendations so that they can feel confident that they are on the right track.
As Lead Advisor, Karly assists in prepping for client meetings, preparing financial plans, and researching clients’ questions. With a background in tax projections and preparation, she also reviews tax returns and analyzes the potential tax impacts of strategies such as Roth conversions. Karly enjoys the tax-planning aspect of her responsibilities, particularly when she works with people who are getting close to retirement, when the impact can be crucial. She counts her most satisfying career moment as the day she presented a financial plan to a client, who thanked her, saying a weight had been lifted off them.
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