Let’s Plan Your
Goals And Prepare
For Life’s Curveball

We help you navigate the various seasons of financial change with dignity, knowledge, and resources.

BOOK A CONSULTATION
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We Are An Aggregation & Planning Company

Trusted Financial Guidance For Life’s Big Moments

We put the pieces of your financial, legal, and medical puzzles together.

More than likely, you have all the various pieces of your financial, medical and estate plan. But do you know how they all fit together?  What if you could have one person gather and speak to your professional team on your behalf and keep you on track year to year?

We make sure the roots of your tree are planted properly so that you and your family can navigate the various seasons of change with dignity, knowledge, and resources.

THE ACORN CARE STORY
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We Believe
The Conversation
Is About Living
Your Best Life

More Than Financial
Planning We Design
A Path To Your
Financial Goals

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Personalized Guidance

Tailored to Your Life,
Not Just Your Numbers

We take time to understand your goals, values, and unique situation; because the best financial plans are built around people, not products.

Deep Expertise

Decades of Experience
in
 Capital Markets & Planning

Led by a seasoned financial strategist, Acorn Care brings over 20 years of insight and precision to every decision we help you make.

Long-Term Vision

Here for the Journey, 

Not Just a Transaction

From life’s biggest milestones to everyday choices, we walk with you, adjusting your plan as life evolves, and always keeping your future in focus.

Warm, Inclusive Support

Financial Care
That Feels Human

We believe everyone deserves trusted financial support. Our work is inclusive, empathetic, and designed to empower individuals and families from all walks of life.

Acorn care meets you where you are

Plans Designed for
Every Financial Journey

LEARN ABOUT OUR PLANS
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 ROYAL 
 OAK 
 PLAN
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SYCAMORE PLAN

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MAHOGANY PLAN

This Is For You If…

  • You Often Wonder How Much You Should Be Saving.

  • You Feel Overwhelmed By The Complexity Of Financial Planning.

  • You Are Unsure About How To Invest Your Money Wisely.

  • You Want To Ensure A Secure Financial Future For Your Family.

  • You Are Looking For Ways To Reduce Your Debt And Manage Your Expenses.

  • You Need Guidance On Retirement Planning And How To Achieve Your Retirement Goals.

  • You Want To Understand The Best Strategies For Tax Planning And Optimization.

  • You Are Interested In Creating A Comprehensive Financial Plan That Aligns With Your Life Goals.

Meet Our Founder

Karli-bio-image
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Karli Vazquez-Mendez brings over two decades of expertise across global financial institutions — blending technical excellence with a personalized, human approach to wealth management.

Proof That Thoughtful Planning
Makes A Lasting Impact

Real Results, Real Lives Changed

  • “Karli combines expertise with genuine care. She made us feel like more than just clients — she made us feel understood. Her guidance has been invaluable, and we trust her completely with our financial future.”
    -Dr Ryan and Chere Smith

  • “Karli is the rare advisor who truly listens. She helped me clarify my long-term goals and created a financial plan that felt both strategic and deeply personal. Her attention to detail and ability to simplify complex concepts made the entire process empowering.”
    -Rachel Stevens

  • “Karli delivers a level of service that’s truly exceptional. Her ability to tailor solutions based on my specific, and complex, personal and business needs, was impressive, and her follow-through was flawless. She’s the kind of advisor you want in your corner.”
    -Dayanara Diaz