Carol Eddy

Certified Financial Planner™,

Founder of the She Wins™ Process

Carol Eddy, who has been serving clients since 1997, leverages her background as a family therapist to empower women facing financial challenges. Her 'She Wins Process' facilitates tangible steps toward financial triumph, allowing women to break free from the constraints and embrace a brighter future now. Beyond financial success, Carol aspires to guide women in crafting secure retirements and establishing enduring legacies. Advocacy, dynamic education, and philanthropy underscore her commitment to women's financial well-being. She has served as a board member of Two Roads Charter School and the Arvada Food Bank, and Carol's global impact includes sponsoring students in Kenya and Haiti to receive more education and develop job skills. Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow.

What You'll Get During The Right Fit Call?


In our Right Fit Call, we will delve into your goals, challenges, and expectations. The primary objective is to evaluate mutual compatibility, ensuring that both parties feel comfortable and confident about the potential professional relationship. Expect Carol to provide insights into her approach, services, and how she can tailor them to address your specific needs.

What You'll do Before the Call

Before our meeting, it is best to list down all your questions, concerns, or issues you'd like addressed. In the mean time, Feel free to check out my website and my Social media profile

What Happens During The Call

During our discussion, I'll make certain that we address all your inquiries. Together, we'll craft a strategy for the next steps and establish the appropriate course of action. Moreover, you'll gain valuable insights on addressing some of your concerns or challenges.

What Changes After the Call

After our call, I'll offer an extra complimentary resource to explore further how I support individuals in winning at their finances. As we prepare for our upcoming discussion, I'll forward a concise questionnaire for your completion. Our next meeting will involve a collaborative review of this wealth assessment, marking the beginning of our comprehensive planning journey.

What Are You Waiting for?

Let's Win At Your Finances Today!

ceddy@moneyconcepts.com

(303) 316-7600

Arvada, Colorado 80004

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Carol Eddy is an independent contractor of Money Concepts