Financial wellness will increase your bottom-line.
I work with organizations that want to equip their employees with financial peace of mind so they are more productive and engaged.
C3 Financial Services
CONSULTING
Together we will identify and understand your specific financial situation. We will develop a comprehensive, easy-to-implement plan to move you from financial crisis to financial peace.
SPEAKING PROGRAMS
Programs that are tailored to your audience. Carl challenges his audiences to dig deep and examine their motivations for wanting to improve their financial situation and then gives them easy-to-implement solutions.
THE BOOK
Bite-Size Budgeting: Making Your Budget Work for You is the first step toward your financial success and offers a practical approach to personal budgeting in small pieces. It provides a step-by-step guide to building your first budget with straightforward worksheets, inspirational quotes, and insights into areas that can sidetrack you. It will guide you through the process with easy-to-follow instructions.
WHAT CLIENTS SAY?
“Carl has been so extremely helpful in educating me on setting goals, assessing my situation, building a plan, and sticking to it.”
– Christopher M., Leesburg
“Carl worked with us and gave us the tools to create a more specific and effective budget and spreadsheet to track our expenses.”
– Tori & Dave T., Annandale
“You not only lifted my financial burden, but you raised my spirits back to my normal happy state.”
– Danielle, Alexadria
“Completing a monthly budget and planning ahead has totally revamped how we think of and handle our money.”
– Ben and Nicki B., Alexandria
“In less than 24 hours, we already feel tension has been alleviated! One thing I’ve already noticed is the lack of guilt.”
– Alex and Adrian M., Arlington
“You helped us accomplish all of our goals and more!”
– Greg and Amy S., Leesburg
“In less than 30 days, I’m excited about my financial future and have hope again.”
– Kristy S., Alexandria
“My work with Carl has changed my life in nearly every way.”
– Christopher M., Leesburg
“It's great to know the money is there when it’s going to be needed and to be able to spend without guilt!”
– Tori & Dave T., Annandale
“I have made tremendous headway on my debt, have cleared a large chunk of it, found additional money to make aggressive payments, and I am still sticking to the plan!”
– Danielle, Alexadria
“Both of us are now involved in the budgeting decisions, provide equal input, and understand what’s going on with our finances.”
– Ben and Nicki B., Alexandria
“… normally would feel guilty about spending anything, but now know it’s OK because we have budgeted for it and I know how much I have to spend.”
– Alex and Adrian M., Arlington
“We are doing much better in terms of eliminating debt, paying cash, being more mindful with discretionary spending, and most important of all, we’re communicating better!”
– Greg and Amy S., Leesburg
“I’m on a path to be debt free in less than 28 months!”
– Kristy S., Alexandria
“I have been able to eliminate the constant stress that used to hang over me and the fear of the unknown event or expense that lurked around every corner.”
– Christopher M., Leesburg
“Carl not only helped us with the tangible tools to get ourselves together, but the intangible - which is invaluable.”
– Tori & Dave T., Annandale
“I couldn't be more appreciative of how you changed my direction, mentality, and attitude about finances.”
– Danielle, Alexadria
“Because of coaching, we have improved our communication with each other regarding money.”
– Ben and Nicki B., Alexandria
“I feel empowered with my finances now! Thank you!!”
– Kristy S., Alexandria
“Now with Carl’s help, my money is working for me and I live with a sense of security, comfort, and confidence that I am controlling my future not at the mercy of every paycheck.”
– Christopher M., Leesburg
“All of the goals we set out to achieve through coaching have been met! We now have a plan with our finances!”
– Ben and Nicki B., Alexandria
Let's Schedule a Consultation
I would like to share financial strategies that help you win with money!
