Success Stories


“My partner and I came to Carrie at a time that financial stress was causing a huge amount of tension in our relationship. We knew we both really needed help in healing our relationships with money (in different ways) but did not know where to start or who we could trust to support us. Carrie held us so deeply and successfully in a journey towards relaxation and trust in our financial partnership (that ultimately also opened up deeper levels of connection beyond our finances). Carrie also supported us in making big shifts in perception and access to abundance in our businesses (as therapists). Our work with Carrie has been deeply healing and has helped us build a solid foundation from which we know we will build great things upon. I love the way Carrie so beautifully blends empathetic relational/therapeutic support with a high level of professionalism and productivity. I will continue to offer the SF money coach as my go to financial coaching referral to friends and clients.” - Therapist in Boulder, CO


My husband and I are consultants and we’ve been in the training/teaching business a while now. But rarely have I ever experienced — either through a client or myself — such a transformative process. After working with Carrie, we deal with money in a completely different, more positive, more purposeful way. We have our financial north star.

We’re meeting consistently to talk about money. We’re updating all sections of our financial tracking software regularly. And we’re making sure every dollar we spend is on something we value. Carrie, thank you! You are doing amazing work. We have been saving hand over fist — and our financial goal of retiring early (we call it Freedom 45) seems reasonable, not just a dream. We cannot emphasize enough how integral a role you played in getting us here.” — Director of a Non-Profit in Brooklyn


It is going on one year that we have worked with Carrie. What a difference in how we feel today versus one year ago!  Last year at this time, we were drowning in credit card debt and I was fretful and always on edge about our financial situation. Carrie helped us feel good about where we are and where we are going! Through it all Carrie has been a calm yet firm and principled guide, understanding but not enabling, which is perfect for us. We feel blessed to know and work with Carrie!” — College Professor in New York City


Carrie has helped me to respect myself, learn how to earn more and how to heal the money angst in my marriage. She holds a very conscious, caring and directive space, focusing on both of our needs, wants and values. It’s one thing to have the skills to show people how to budget, but having an understanding of real human nature and relationship dynamics is another.” — Stylist in New York City


My husband and I are both lawyers and Carrie’s performance as a money coach has surpassed our expectations. Not only does Carrie have all the qualities that one would look for in a financial counselor, such as a tireless work ethic, reliability, resourcefulness, intelligence and common sense, but she also has a number of other extraordinary qualities. Carrie is also one of the most grounded people I have ever met. She is unflappable— always calm and an excellent communicator. She is a strong, kind and smart woman with incredibly far-reaching talents.” — Attorney in San Francisco