Carol Craigie (CFP, ChFC®, MA)

Carol Craigie focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Insurance Related Issues

Planning Specialties

In addition to individual planning, we offer financial education and wellness as an employee benefit and to the general public. We also offer a special "Adulting with Money" class for those in the early stages of financial management and planning. 

Additional Information

I am a psychologist turned financial planner. I know first-hand what it is like to face a financial crisis as my husband’s total disability at a young age resulted in a career change. I have been a financial planner, a trust officer who managed $80,000,000 in investments, and Director of Financial Planning for several large organizations, including Wells Fargo and JP Morgan Chase. When I retired from the corporate world, I was offered the opportunity to author a textbook on developing a financial plan and became a professor with the College for Financial Planning. There I authored several textbooks and courses.

Now I bring my passion for helping individuals improve their financial life and my skill in financial planning curriculum development to Fiscal Fitness Clubs. I develop and maintain the curriculum content, serve as the Managing Partner and Chief Compliance Officer, and review all financial plans. I am still involved in individual financial planning and teaching for our clubs. In addition, I am very active in our industry and in advocating for consumers.  I currently serve on the national board of the Financial Planning Association (FPA).

NAPFA Start Date

September 12, 2016

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This Office

17356 Cornerstone Ln Parker, CO 80134-9143 Phone: (720) 219-1729