WORK WITH ME
Three ways to steward your family's money with confidence
Some families want a guide in their corner. Some want a professional to build and manage the plan. Some just want to learn how to invest for themselves. There is a path here for the season you are in.
start here
Not sure where you land?
Coaching and advising get tossed around like they mean the same thing. They don't. Here is the plain version so you can find the right path for your family.
COACHING
Teaches you how to think about money
We build better habits, make a real plan to pay off debt, and make sense of the investing basics. Coaching is the teaching side. You walk away with the tools and the confidence to use them.
ADVISING
A licensed professional manages the plan
Advising is where I step in and do it with you. I recommend or manage specific investments on your behalf and build the long term strategy alongside you.
Both take your whole picture into account, from cash flow to taxes to insurance to your business. Coaching teaches it. Advising puts it into motion.
choose your path
Three ways to work together
MOST PERSONALIZED
One to One Coaching and Advising
A real partner in your corner. We look at the whole picture, your cash flow, your investments, your goals, and build a plan you and your spouse move on together.
COMMUNITY + ACCOUNTABILITY
Group Coaching
Investing Made Simple for Kingdom Women. An 8 week live program that takes you from confused to confident, with women walking it out right beside you.
LEARN ON YOUR OWN TIME
Self Paced Courses
Faith rooted teaching you can work through on your own time, from investing to the money skills every family needs. For the woman ready to build the knowledge herself.
work with me one to one
One to One Coaching & Advising
This is the personal path, shaped around exactly where your family is. Some come for coaching. Some for advising. Some for both. We figure out the right mix together on your discovery call.
COACHING
When your money feels like a mess
We meet every other week and get it organized once and for all. A real plan to get out of debt, and a clean line between your business and personal finances, so the stress stops running the show.
COACHING + ADVISING
When you are ready to keep more of what you make
You are making good money and you want it to actually build something. The accountability of coaching plus the hands on side of advising, so you stay pointed at your long term goals.
ADVISING
When you just want it managed well
Solid habits, no debt dragging behind you. I build a customized plan and can manage it for you, with a check in a few times a year. Prefer advice only, with no asset management? That works too.
What the one to one path can include:
An onboarding questionnaire and a full review of your financials
Biweekly coaching calls, mapped to your goals
A debt payoff plan and cleaned up business finance
Clearly defined financial goals, set to milestones
A personal net worth statement to benchmark progress
Cash flow analysis for debt, savings, and investing
A retirement strategy, plus a long term investment plan
A full risk management and insurance review
A tax reduction strategy within the tax code
Estate preservation and beneficiary review
TRANSPARENT PRICING
What it costs
Your price depends on what you actually need, the complexity of your finances, and how much support you want. Here is where things start, right out in the open.
Greater Financial does not charge an assets under management fee. We charge a flat, fixed fee, so your plan is never priced by how much money you have and is always transparent. Most of this industry works the other way and we are on a mission to change that. Multiple payment options are available.
Advising only, no asset management
Starting at $150/mo
Advising and coaching
$350 to $2,000/mo
Onboarding financial plan, one time
$1,500 to $3,000
One time strategy session
Hourly Fee
learn in community
Investing made simple for kingdom women
For the woman ready to take charge and learn what it really takes to build wealth for her family. An 8 week live program that walks Christian women from confused to confident on the investing basics that matter most.
Live, weekly group teaching over 8 weeks
Accountability to keep you moving, not just learning
The investing basics that matter most, in plain language
Great whether you are doing it yourself or already work with an advisor
SELF PACED COURSE
Start Investing For Your Child With As Little As $10
A 45-minute mini course that teaches you the exact framework for getting your child's money into the right account and growing it on autopilot. No experience required.
SUCCESS STORIES
Real families. Real peace around their money.
I have LOVED working with Carolina! She offers the best financial advice and holds my hand the whole time to make sure I feel comfortable taking the right steps. She's honest, reliable, and so, so kind.
Working with Carolina was nothing short of amazing. She made the whole process easy and stress-free, took the time to educate me, and even helped me save money by guiding me through better financial options. She got me completely organized for tax season and set up a yearly budget that actually works for my business. I highly recommend working with her!
Working with Carolina has been an absolute game changer for me and my husband. She helped us set up a zero-based budget, reviewed our retirement plans to find investment gaps, and broke everything down into manageable steps. I now feel so much peace knowing we have a clear budget and are actively saving for the future. I couldn't recommend Carolina enough!
Carolina helps established business owners organize their finances and create a clear plan to scale profitably while building more freedom in their business, life, and family. She’s more than a financial coach—she’s a strategic thought partner who helps with budgeting, identifying unnecessary spending, and making confident, profitable decisions that set your business up for long-term success.
Carolina helped me develop a personal budget and allocate money for me and my husband to pay off debt sooner, save for upcoming vacation, and still get to enjoy life. We're having conversations about money that were SO difficult before I really knew what was possible for us. My husband is on board and excited for what the future holds. We're planning a Money Date every month now with an agenda to go over last months spending and expectations for the following month. One less thing to stress about in our marriage. She has given me knowledge to supplement our income before retirement so we can work less. And we're considering our options for our son and what makes the most sense when investing in his future. Carolina is changing lives with this information and making sure women like us never have the financial wool pulled over our heads and can make confident money decisions for our future.
The way I am so thankful for Carolina's support, guidance, everything. I have never felt like I have a "future" like I do working with her!
*We love celebrating client financial wins! Please remember, these are individual examples. Financial outcomes vary, and past successes do not guarantee future results. We do not promise or guarantee any specific financial results or outcome.
Faith, family, and finance, straight to your inbox.
Each week I share practical steps and faith filled insights to help you steward your money with confidence.
GOOD TO KNOW
Questions families ask
What is the difference between financial coaching and advising?
Coaching helps you build the habits, mindset, and plan around your money. Advising is the hands-on management of your investments as a fiduciary. You can start with either one.
Who do you work with?
I work with families and married couples who are ready to steward their money well, often Christian women and CEO moms who reach out to get the ball rolling for their household. Whether you come to me solo or as a couple, the goal is the same — getting your whole family on the same page and building a plan you feel confident in. I'm likely not the right fit for single men or families earning under six figures.
How is your pricing structured?
A flat, fixed fee. Greater Financial does not charge an assets under management fee, so your cost is based on the work and the complexity, not the size of your accounts. The industry focuses too much on the numbers on a statement, we care more about your heart, your intentions and your stewardship.
Do I need a lot of money to start?
No. The habits you build with a little are the same ones that steward a lot. Start right where you are. Luke 16:10 is the foundation.
How soon can we get started?
Most families begin within about two weeks of the discovery call. A full advising plan is delivered within about 60 to 90 days.
Build a life and legacy that outlasts you
A woman who is grounded with her money, who gives freely and moves on purpose, is a force. That is exactly who you are becoming.
Financial Planning + Investment ManagemenT
A Christ-Centered Planning Firm
The firm is a registered investment adviser with the state of Florida, and may only transact business with residents of Florida, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
For all firm disclosures, including our ADV and privacy policy, click here.