Unity Wealth Strategies

09/28/2026

I’m excited to share this interview I recently did with VoyageDenver.

It’s about my journey into financial planning, building Unity Wealth Strategies, and some of the things that matter most to me about the work I do.

My why is something I talk about often, so it was especially meaningful to have the opportunity to share a little more of that story and how it has shaped the way I approach financial planning and the kind of firm I wanted to build.

I’m proud of where this journey has taken me, grateful for the people who have been part of it, and honestly just excited to have the chance to tell the story a little more openly.

If you’re curious about the person behind the firm, what led me here, or why I care so much about doing financial planning differently, you can read the full interview here:

Shari Carlson September 15, 2026 Exploring Life & Business with Shari Carlson of Unity Wealth Strategies Local Stories Share Tweet Pin Today we’d like to introduce you to Shari Carlson. Hi Shari, we’re thrilled to have a chance to learn your story today. So, before we get into specifics, maybe y...

09/15/2026

We have a new website!

This is something I’ve been wanting to work on for a while, and I’m really happy to finally share it.

A huge shout out Succeeding Small, Madeleine Costa and her team for bringing it all together in a very short amount of time, I might add. They took the time to understand what Unity Wealth is about and helped create a site that feels like us.

More than anything, we wanted the website to reflect how we approach financial planning: thoughtful, personal, and centered around the actual people and lives behind the numbers.

If you’re curious about who we are, how we work, or how we help our clients make thoughtful decisions about their money and their lives, we’d love for you to take a look.

www.myunitywealth.com

And if you know someone who might be looking for a different kind of financial planning experience, we’d be grateful if you shared it with them.

Financial Success is a journey best taken together. We offer personalized, collaborative financial guidance tailored to your unique needs. Our experienced team is dedicated to helping you navigate …

09/01/2026

Every first Tuesday of the month Shari Carlson in partnership with Sacred Space Therapeutics, holds a conversation about how we can reduce our stress responses to how money works in our lives. Stress has so many negative effects on our body, and we all know how stressful finances can be. Join us for a conversation, no judgement, just talk and tools to help you feel more confident about the decisions you make.

# Prosperity Pathways: A Financial Stress & Nervous System Support Circle **Money affects more than your bank account—it affects your nervous system, your relationships, y

08/20/2026

What Financial Planning Should Feel Like

Financial planning isn’t just about investments, retirement accounts, or numbers on a spreadsheet.

It’s about helping you understand where you are, where you want to go, and what it will take to get there.

At Unity Wealth, our approach is built around four values:

💡 Empowerment: We want you to feel confident making financial decisions, not dependent on someone else to make them for you.

🔎 Transparency: You deserve to understand the why behind your financial plan and the recommendations we make.

🤝 Collaboration: Your financial life doesn’t exist in a vacuum. We work with you and when appropriate, alongside your other professionals, to create a plan that actually fits your life.

📚 Education We believe financial planning should leave you knowing more, not feeling more confused.

Because ultimately, our goal isn’t just to help you build wealth. It’s to help you feel confident, informed, and in control of your financial future.

That’s what financial planning should feel like.

08/06/2026

Today marks 2 years for Unity Wealth Strategies. 2 years of growth and support from our community and clients. Could not be happier with the way we have developed and our current trajectory. Thank you for the 730 days behind us and the infinite days to come!

06/15/2026

Smart and Successful People Also Fail to Prepare for Retirement. Why?
I am always surprised at how many truly intelligent and high earning people fail to prepare for retirement. It defies what we all expect.

Why does this happen?

Common Reasons Intelligent People Don’t Invest Enough:
• Waiting for the "right time" to start saving.
• Increasing spending every time income increases.
• Prioritizing today's wants over tomorrow's needs.
• Believing they'll make up for lost time later.
• Trying to time the market instead of investing consistently.
• Having a spouse or household that isn't aligned on financial goals.

The good news is that building wealth is often much simpler than people think.

Habits That Tend to Build Wealth:
• Start investing as early as possible. Compounding works over time.
• Save automatically.
• Capture employer matching contributions.
• Increase savings as income rises.
• Stay invested during market downturns.
• Focus on long-term goals rather than short-term headlines.
• Live below your means, even as your income grows.

Financial success is rarely about being the smartest person in the room. Even we mere mortals can do it. It's almost always about developing a good long term plan and sticking to it.

05/28/2026

Sometimes you get to treat yourself with new company swag. It's the little things.

05/04/2026

We’re excited to welcome Doug Hering to Unity Wealth Strategies!

Doug brings a depth of experience that’s hard to replicate, with over 40 years in accounting and organizational finance, and the last five years focused directly in financial planning and advising.

He works with clients who want clarity and direction, whether that’s building early momentum as a disciplined saver or navigating the transition into retirement with a thoughtful withdrawal and tax strategy. His approach is practical, steady, and focused on helping people make confident decisions over time.

Doug holds the CMA, CRPC™, AAMS™, and SE-AWMA™ designations and is based here in Colorado Springs.

Outside of work, you’ll likely find him staying active, camping, or on the pickleball court.

We’re glad to have him here, join us in giving him a warm welcome!