Hi! I'm Carly.
Do you feel overwhelmed and anxious about money? I totally get it!
Let’s join forces to conquer debt, invest like a pro, and manage your money like a boss.
Armed with nothing, but passion, I’m making it my life mission to challenge the status quo and help others to fight for financial independence.
Managing money is hard AF, and you don’t need to do it alone!
I graduated college in December of 2008 with a degree in Finance… right when the financial market completely crashed. GRREAT. I owed about $35,000 in student loans and a car loan.
I remember walking into my financial professor’s office saying, “What should I do about this whole job-thing?” In college I interned with an Inc. 500 company selling home security systems.
It was direct sales, as in face to face…. Or door-to-door. My professor said, “Why don’t you start your own security company?” I couldn’t think of a reason why not. Well, there was one thing. Who was going to install the security systems?
At the start of a recession I rolled up my sleeves and started my own company selling and installing security systems.
With a lot of hustle, I paid off $35,000 in debt and had a nest egg of over $100,000 by age 26.
One day on my way to my office (AKA Barnes and Nobles), I passed by an investment firm and pulled in. I said, “Hi, I’m Carly I want to be a financial advisor.”
If I could pay off debt and build savings at a young age, then I knew anyone can with a little education and a plan.
I started interviewing to become a financial advisor.
One company asked me why I wanted to be a financial advisor. Bright-eyed and naive I said, “I want to educate people about money.”
Quickly the reject letters rolled on in. I found out the hard way that in the investment world they want you to bring in high net worth clients to sell investments and insurance. I wanted to help everyday people manage money.
Plus, managing money isn’t just about having a diversified portfolio.
It’s about having a diversified life: being a bridesmaid in your best friend’s wedding, backpacking Asia, and having the ability to tackle an unexpected trip to the ER.
With coffee in hand and my laptop I took what I learned studying Finance and my personal experience as a millennial to create Best Money Class Ever, a 4–week personal finance class taught online across the world.
Since then I’ve been a guest speaker with over 65 organizations and over 1900 people have been a part of my classes.