Women & Couples, Green Investing, Social Justice, Fossil Fuel Free, Local Investing. Helping clients engage confidently with their finances while aligning their values with their investments.
A Mindful Approach to your Money, supporting people and the planet.
Services | Portfolio Management ($1M minimum) & Financial Planning/Consulting (hourly)
Phone | 502-475-3805 (cell)
Carrie has dedicated her life to building a healthy, sustainable, and just community, both locally and globally.
Carrie brings 12 years of experience working with individuals and couples to build confidence in their personal financial lives, including financial goals related to homeownership, retirement savings, and education savings. Carrie’s mission as a financial planner is rooted in the belief in the power of financial goal setting, education, and empowerment to achieve the life you want, while ensuring your finances reflect your values.
Carrie is particularly interested in helping women define what they want from their lives and take confident steps to achieve it.
Carrie serves as a volunteer financial coach with a Louisville non-profit which focuses on educating women and their familes to create positive change in their lives.
Carrie discovered her passion for personal finance through her work in non-profits. As a founding member of the Louisville Asset Building Coalition, Carrie developed and coordinated a free tax preparation program for 13 community-based organizations. There, Carrie witnessed the significant impact that financial education and financial empowerment had on individuals and families.
Carrie started and directed the NeighborWorks HomeOwnership Center for The Housing Partnership, Inc., the largest homeownership program in the state. Carrie completed intensive trainings in financial coaching, credit counseling, money management, mortgage lending, and homeownership education through NeighborWorks America’s Training Institute. She developed innovative financial education services and was recognized by the Housing Partnership Network for her leadership in early implementation of online personal finance and homebuyer education courses.
A healthy, sustainable local food economy is at the forefront of Carrie’s personal and professional work.
Carrie and her husband, Richard, contribute on a local level through their interests in beekeeping and home brewing. Carrie is an urban beekeeper and honey bee advocate, teaching others how to support the health of pollinators in order to support a local food system. Carrie’s leadership has included serving as vice president of the Kentuckiana Beekeeper Association and a board member of Breaking New Grounds, a non-profit that focused on ‘turning waste into wealth’ through a citywide composting initiative.