Customized workshops for groups, families, home offices, organizations and businesses of all sizes. Carrie also offers a Money Coach in Residence service supplying up to ten confidential 1-1 sessions in one day.

Common topics include:  

• Keys to success

• Values clarification

• Personal finance goal setting

• Financial psychology research

• Levels 1-4 of financial wellness: tracking, planning, reflection, and integration

• Holistic approach to debt and savings

• Five reasons we overspend

• Healthy credit card use

• Life transitions (inheritance, moving out, marriage, children, divorce, retirement, losing a loved one, etc.)

• Financial support team members

• Financial literacy tools and resources