Testimonials

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Carly's presentation was outstanding, including content that was both informative and impactful regarding strategies to build a successful financial future. Her slides were clear, and effectively communicated the key financial concepts necessary to develop a practical financial game plan. I also greatly enjoyed the interaction with the other attendees who thought of excellent questions on topics that I hadn't considered. Financial independence is such a powerful and important message for women! Thank you for the time and energy that you put into this session Carly! It was very valuable and I look forward to future sessions. ~Lisa L.

Carly is a spirited supporter and friend to her community and local organizations. Her financial literacy programs were wonderfully engaging and successful. Our diverse group of patrons arrived with such anticipation we were often left with standing room only.  

Carly not only arrives prepared, but over-prepared and ready to take on any tough question or unforeseen challenge.  She exhibited such coolness and flexibility under pressure, being able to effortlessly adapt and respond to changing circumstances. She is very generous with her time, offering to stay as long as needed to answer questions and address concerns.  

Carly is a true advocate of financial capability for all. She openly shares her wealth of knowledge with others, keeping audiences intrigued by her experiences, her stories and her encouragement to manage their personal finances to build wealth. ~Colleen M. 

Carly organized a fun, community event to help inspire women to take control of their personal finances! In celebration of National Financial Literacy month 2023 she licensed the award-winning film, $AVVY, at the Vogue theatre in San Francisco. There was  a  panel of finance experts on stage to answer questions AND there was a post-film networking event! We all went home with swag bags full of goodies and even the best-selling book, The Psychology of Money by Morgan Housel! This was such a gorgeous, detailed, meticulously-timed event, I asked Carly if she did any wedding planning!  Everyone left with immediate action items and excited to start taking control of their financial future!  Joie B.

Carly helped my Mom ask the right questions of our financial Advisor. She explained the differences between the many certifications we did not understand. We had no idea he was an insurance agent who sold her an annuity she did not need. We found and hired a licensed professional that follows fiduciary standards thanks to Carly. ~Scott F.

Working with Carly has truly changed my life. Her generous and patient nature helped me gain perspective on building better financial habits. She step-by-step walked me through setting goals and addressing my credit card debt. Her contract review helped me disengage from an unethical debt relief firm. I was able create a plan to pay off my remaining debt after Carly showed me how to deal with credit card companies myself. We then moved towards focusing on investing for my future. I will forever be grateful for her help. Carly is my financial angel! ~Sara G

Carly helped me get out of debt! I did not have a spending plan. She taught me how to spend wisely,  pay down debt and still have fun! She also helped me in a fight against our city  with a Transient Occupancy Tax of over $3,000. She proved it was incorrect and got it down to ZERO! ~Tanya H.

If Carly doesn’t know the answer, she can find it. I have never seen anyone so resourceful with superhuman research skills. ~Andy G.