We help busy professionals, couples and their families bring their future dreams into today's decisions.

Too often the assumption is that the future will take care of itself. Women, in particular, are often so busy working and caring for others that they feel they don't have time to plan for a distant future. But experience has shown that today's income and lifestyle are no guarantee of a secure future. And carving out time now for financial planning can produce big results in the years ahead. Learn More

Our Services

Life Is About the Journey

Every stage of life brings dreams and challenges. In our twenties, it's about education, establishing independence, and finding a career. In our thirties, it's the next career move, relationships, purchasing a home and perhaps starting a family. In our forties and fifties, financial planning opportunities abound — college for the kids, caring for aging parents, divorce, and retirement. In our sixties, questions arise about when and where to retire and how to manage portfolio withdrawals so your investments can support you throughout your lifetime.

Beth and Carolyn help you take care of today while planning for the future you desire. Financial Planning plus wise investment management together dramatically increase your ability to reach your financial and life dreams. By carefully aligning resources, smart investing, tax and estate planning, and managing risk, Beth and Carolyn help you accumulate and grow your wealth and move you forward on your life’s journey.

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Our Firm

Ithaka Financial Planning specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life’s transitions. Firm principals, Beth Remick, CFP® and Carolyn Ozcan, CFP® are NAPFA Registered Financial Advisors and CERTIFIED FINANCIAL PLANNER™ Professionals.

Ithaka Financial Planning is a Fee Only Financial Planning firm serving the Washington D.C. Metro area including: Bethesda, Chevy Chase, Rockville, Silver Spring, Northern Virginia, and Washington, DC. They also serve clients in Massachusetts, Arizona, Texas and Nationwide.

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