Class starts live April 24th

Want a Personal Finance Consultant?

personal finance consultant

If you’re ready for some money magic, money coaching slots are now open! Sessions now are only open once a quarter. Money coaching is like having personal finance consultant to help you get the results you want with money.

It’s for you if you:

 
  • Want to stress less about money 
  • Are looking for a roadmap and plan just for you 
  • Haven’t made progress you want paying off debt 
  • Need an unbiased 3rd party second opinion 
  • Are tired of living paycheck to paycheck 
  • Need to get on the same page with your partner 
  • Badly need accountability to reach your financial dreams 
  • Aren’t living the life you envisioned and money’s holding you back
personal finance consultant

Here’s how money coaching works: 

  • Define what you want 
  • Find out where you stand now (with lifesaving tools!) 
  • Get a plan to get the results you want

It’s not just coaching, here’s what else it includes:

financial (day) planner
money coach austin
money coach carly
money executive summary

Ask Carly- email me your exact money questions before your session  

Downloadable workbook– a complete guide to managing money with must-use tips 

Online Mini-Class- this mini-class with short videos will give you new tools to get focused and organized with money.

Financial (day) Planner– a day planner and financial plan in one! This fantabulous spreadsheet puts a dollar sign to your to-do list.  

1-Hour Virtual Money Coaching Session- you’ll get the roadmap with money you’ve been looking for. You can book one session  or sessions three months in a row. (For September or September, October, and November for extra accountability).  

Money Executive Summary- after your 1:1 session, you’ll get a downloadable workbook that summarizes the plan just for you to get the results you want. 

You’ll love it!  

Word on the street

“I’m addicted. This spreadsheet is just so much easier than Quickbooks. Thanks, we are both pretty excited to get this show on the road!”  Vani and Bryon 

“Your class really gave me a great framework to take charge of my finances… I have found your spreadsheet SUPER helpful and have been consistently using it a few times a month.” Melynn 

If you have any questions on how money coaching works, I’d love to answer your questions. Submit your question here.

If you want to work together with me to make it happen here, then great! If not, that’s totally ok too. 

Whatever you do, get started now! Time is money. Do what works for you to get a financial education and accountability to live the life you’ve envision.

Carly
Carly DeFelice

Hey! I'm Carly

You don’t need to figure this money stuff out on your own. I paid off $35,000 of debt and saved $100,000 by age 26 (earning only average pay). If I can turn things around, you can too!  

Start a plan to pay off debt and invest.

Start a plan to pay off debt and invest

I’ll teach you a simple step-by-step plan to get out of debt and invest.

Real People. Real Results.

kim best money class ever

Kim paid off $45k in 28 months

Jessica and Matthias best money class ever

Jessica and Matthias paid off $61k in 20 months

Loren and Bryce best money class ever

Loren and Bryce tripled their net worth in two years.

“I really enjoyed the enthusiasm and the way Best Money Class Ever helped me acquire a mindset to focus on money. Having a mentor and a process around something as important as money is really critical. Thank you for the guidance. I like the format and the presentations are very helpful.” Alex

“I enrolled to gain confidence and remove anxiety around money” Charlotte

You can pay off debt and build savings too! All you need is an education and a solid plan.

Next class starts April 24th

Let’s Get social!

@bestmoneyclassever

The Ultimate Guide to Managing Money

Why didn’t they teach this money stuff in school?!

Join me in this live free class to get the financial education you need! 

  • Tuesday, June 13th
  • 6:30-8:00 PM Central

Learn a step-by-step plan to pay off debt, invest, and make yourself recession-proof.