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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
  • 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