Protect Your Time & Money

Get Help with Client Behaviors

“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, 2016-2020 Top 10 Financial Advisors NYC, 2014-2018 CNBC Financial Advisor Council, multiple award winner.

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 I Support You

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.

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