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Carol S. Craigie, MA, ChFC, CFP

Carol S. Craigie, MA, ChFC, CFP

  • Financial Coach

A Personal Note from Carol

I am a psychologist turned financial planner. I know first-hand what it is like to face a financial crisis as my husband’s total disability at a young age resulted in a career change. I have been a financial planner, a trust officer who managed $80,000,000 in investments, and Director of Financial Planning for several large organizations, including Wells Fargo and JP Morgan Chase. When I retired from the corporate world, I was offered the opportunity to author a textbook on developing a financial plan and became a professor with the College for Financial Planning. There I authored several textbooks and courses.

Now I bring my passion for helping individuals improve their financial life and my skill in financial planning curriculum development to Fiscal Fitness Clubs. I develop and maintain the curriculum content, serve as the Managing Partner and Chief Compliance Officer, and review all financial plans. I am still involved in individual financial planning and teaching for our clubs. In addition, I am very active in our industry and in advocating for consumers. I currently serve on the national board of the Financial Planning Association (FPA).

My Areas of Expertise:

  • Couples & Money
  • Financial Paperwork Management
  • Preparing Finances for Incapacity
  • Special Needs Child Funding

My Credentials:

  • Between Generations
  • Corporate Executive Planning
  • Transition Planning
  • Crisis Planning
  • CERTIFIED FINANCIAL PLANNER™CFP®,
  • American College in Bryn Marr, Chartered Financial Consultant (ChFC®)
  • Governors State University, MA, Human Relations Psychology
  • University of Illinois at Chicago, BA, Education
  • Founder and Managing Partner at Fiscal Fitness Clubs of America
  • Adjunct Professor at College for Financial Planning
  • National Director of Advice & Sales, Wealth Segment at Key Bank
  • National Director of Financial Planning, Private Client Services at JP Morgan Chase
  • National Director of Financial Planning at Wells Fargo
  • Lots of other jobs including financial planner, trust officer, portfolio manager, insurance agent, psychologist, grade school teacher, retail sales, secretary, and waitress!
  • National Board Member, Financial Planning Association (FPA)
  • Past President and committee chair, FPA of Colorado
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Founding Past President of Women’s Estate Planning Council
  • Member, XYPN Network

The first call is ONLY $29.99! Book now and you'll have an opportunity to learn more about your coach, share your story, and discuss the areas in your life where you feel stuck or unfulfilled which may benefit from professional coaching.