We Help Your Clients Get Back on Track
As an Investment Advisor/CFP, you enjoy investing and building long term plans for your clients. When they are successful, you are successful. However, sometimes money behaviors can sabotage the best of plans. If you are experiencing any of the following with your clients, help is here:
- Clients burning through retirement too quickly
- Clients unable to stick to their savings plan
- Adult children living off their parents, who have diminishing assets
- A divorced client unable to live on their share of the assets
- A client exhibiting compulsive shopping behaviors
- Clients in denial about the debt they owe
How Carrie Helps
I’m a Financial Therapist/Coach with 30 years in financial services, and AFC(R) and CDFA(R) designations. I understand compliance needs, privacy, and how precious your brand reputation is. I’ve also studied with a Psychotherapist on Couples’ Money, and a Psychologist on compulsive shopping, because your clients deserve deep expertise. I don’t sell products. What I do is dive into the everyday money behaviors that you as a Investment Advisor/CFP don’t have interest or time for.
A Clear, Flexible Process
My process explores detailed everyday spending and behaviors, and a client’s money psychology. Clients build awareness, connect the dots between actions and results, and start to learn what is in their best interest. This ensures that when behaviors are changed, they stick.
What People Say
“Carrie is one of the few Accredited Financial Counselors in the country who has expertise working with shopaholics. She was able to help one of her many clients save $7,500 a month through her program. Carrie brings peace to peoples’ money relationship, helping to put them on solid financial footing, which is even more important now, in the time of COVID-19. I have referred several of my own clients to her, who were having trouble in their lives and relationships because of their issues around money, and she has always been incredibly insightful and helpful!”
Stacy Francis, Francis Financial, Forbes Top Women Wealth Advisors, Crain’s Notable Women in Financial Advice, Investopedia 100 Top Financial Advisors in the United States, and multiple award winner.
Carrie’s Credentials
The foundation of Carrie’s experience is based on 30 years of real-life client interaction – observing and hearing their money beliefs and behaviors in banking, credit cards and investing in everyday situations.
In addition to her industry-wide AFC ® and CDFA ® accreditations, Carrie completes 30 continuing education credits a year to ensure her knowledge is current and accurate.
Her breadth in money expertise is further enhanced by training with Psychotherapist Olivia Mellan and 18 months of clinical training under Dr. April Benson, compulsive shopping specialist.
Carrie's Videos
Hiding Purchases & Shame
Fear of Rejection
Are you shopping instead of solving
New Release:
“To Buy or Not to Buy”
Why We Overshop and How to Stop, 2nd Edition
Gently take control of your shopping to find peace and relief.