Profile

Ms. Carol Craigie, ChFC, CFP®

Financial Coach,
Fiscal Fitness Clubs of America

Contact Details

Fiscal Fitness Clubs of America
17356 Cornerstone Lane
Parker, CO
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Work: (720) 219-1729
Home: (720) 851-6648
Business Success KC Mbr

Social Links


Bio

I have always been passionate about finding ways to deliver sound financial planning advice and cash flow to those who frequently don't access financial planners. I retired from implementing and directing financial planning at large institutions and went to the College for Financial Planning to design the Capstone class and teach. I have now left the College for my exciting adventure in delivering Financial Wellness programs through companies and to individuals through a model that combines educaiton, coaching and peer support...we want to be a combination of weightwathers and fitbits for money! Our goal is to help people get what they REALLY want from their money!

My other passion is applying behavioral economics concepts to financial planning and how that can make it easier for clients to act. I proivde training and consultation and write on the topic. Oh, and I want to have some fun along the way.

Education

Governors State University
MA
To 1976

University of Illinois at Chicago
BA
To 1971

American College in Bryn Marr
CFP, CHFC

Job History

College for Financial Planning
Professor
Greenwood Villiage, CO, United States
February 2012 - present

Fiscal Fitness Clubs of America
President
November 2008 - present

Key Bank
National Director of Advice & Sales, Wealth Segment
June 2006 - August 2008

JP Morgan Chase
National Director of Financial Planning, Private Client Services
May 2004 - February 2006

Wells Fargo
National Director of Financial Planning
January 1996 - January 2003

American College, Metropolitan College and College of FInancial Planning
Adjunct Professor in Financial Planning
Denver, CO