Carol Craigie is the founder and creator of Fiscal Fitness Clubs of America. She is a psychologist turned financial planner and a recognized expert in the psychology of money and financial planning. Carol entered the financial services industry when her husband became disabled leaving her as the sole support of a family of five.
It was her experience with the financial issues and stress that made her passionate about helping others avoid those problems. She had to learn a whole new method of handling money since she went from being a professional who could go to dinner and take vacations when she wanted to a step from being homeless where every $5 made a difference. Her husband was disabled and she had $40,000 in medical debt. She left her private practice in psychology for the paid health insurance and financial upside of being a financial advisor.
She became a recognized expert in Financial Planning and an Adjunct Professor for the College of Financial Planning. She is the author of the audiocassette, The Psychology of Money and numerous articles and frequently quoted in the press for her unique views of money as well as being a technical expert. She has worked with psychologists around the country on financial issues and helping couples and families achieve financial peace.
Prior to starting Fiscal Fitness Clubs, she served as Director of Financial Planning for such prestigious companies as Wells Fargo, Key Bank and JPMorgan Chase. She left the corporate world to fill the void she sees in the financial services industry…that of a program that can help large numbers of Americans at a low cost. She knows personally and professionally and as an executive, the cost of financial issues. She uses her knowledge of the financial planning world, the banking world and large systems to develop programs that help people take control of their finances and make more informed financial decisions so they can have financial security. She decided along time ago that financial troubles interfered with happiness and that having lots of money didn’t guarantee it either. Only when your values and your financial choices match and you take control of your finances can you find financial peace.
In addition to running Fiscal Fitness Clubs of America, Carol Craigie consults with companies and individual advisors on the PRACTICAL APPLICATION of BEHAVIORAL ECONOMICS. Many of the routine practices advisors learn impede people’s abilities to make good informed decisions. The stage is set for a client’s decision with the priming clients receive when walking down the hall to an office. How plans and potential decisions are presented can extend procrastination or lead the client through the decision making process.
In her tenure at large banks, she increased the number of advisors offering advice, improved client acquisition, retention and satisfaction by turning behavioral economic research into practical applications.
She is available for individual and company consultations. Whether you are a one person shop or a large company with sophisticated systems, she will review your client experience. She then help you understand how behavioral economic research results interact with your system. She will help you better understand how people make decisions and how your actions influence those decisions. Check out the list of behavioral economic concepts that most directly apply to financial planning process on our resources page. Contact Carol at 720-851-6685 if you would like to discuss this service.
