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Our Story

“Keep Ithaka always in your mind. Arriving there is what you are destined for. But do not hurry the journey at all. Better it lasts for years, so you are old by the time you reach the island, wealthy with all you have gained on the way...”

-From the poem "Ithaka" by C.P. Cavafy www.cavafy.com

Ithaka Financial Planning was created from a simple belief: women and families deserve financial guidance that feels personal, supportive, and truly aligned with their lives.

Founders Beth Remick and Carolyn Nunez met in 1997 while working in financial services and quickly discovered a shared passion for empowering women through financial planning. In 2010, they launched Ithaka — a fee‑only fiduciary financial planning firm dedicated to helping women, couples, and retirees make confident, informed decisions about their money.

Today, Beth and Carolyn combine decades of experience with a warm, relationship‑centered approach, guiding clients through retirement planning, investment management, and life’s many financial crossroads.

Meet our Team

A middle-aged woman with gray hair smiling, dressed in a black blazer and white blouse, with a silver necklace, standing in front of a blurred background with windows and greenery.

Beth Remick

Beth is a founder and Principal of Ithaka Financial Planning and a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience. She specializes in retirement planning, investment management, and helping women navigate major life transitions. Beth holds an MBA from Duke University and is an active member of NAPFA and the FPA.

She is a passionate pescatarian, runner, and baker, and the proud mother of two young adult sons.

CFP®, MBA
A woman with gray hair, glasses, and a gray turtleneck sweater smiling in front of a blurred background with green foliage.

Carolyn Nunez

Carolyn is a founder and Principal of Ithaka Financial Planning and a CERTIFIED FINANCIAL PLANNER™ professional. With an MBA from the Yale School of Management and a background in federal financial agencies, she brings deep expertise to clients seeking clarity around retirement planning, cash‑flow management, and long‑term strategy.

She is a dedicated community volunteer, mother, and stepmother to four adult children.

CFP®, MBA
A woman with shoulder-length gray hair, wearing black glasses and a black top, smiling at the camera. Background shows a window with green trees outside.

Katie is a Client Service Manager and CERTIFIED FINANCIAL PLANNER™ professional who brings warmth, organization, and a client‑first mindset to every interaction. With years of experience supporting clients at Omega Financial Planning and Yeske Buie, she helps ensure a smooth and supportive experience for women, couples, and retirees.

She is married, the mother of three amazing sons, and an avid gardener.

CFP®

Katie Alepa