

Who Are We?
Meet Rebecca Carlson, AFC®, our founder and CEO. Rebecca's approach to financial literacy is simple: no one should struggle to make ends meet because they never learned how to manage their money. She can relate, because she's been there herself. Rebecca's challenges inspired her to pursue higher education so that she could help her community.

Why Should You Trust Us?
As a financial coach, Rebecca has over 10 years of experience in the financial industry. She holds a master's degree in personal finances from Iowa State University and a bachelor's degree from the University of Maryland in finances. She is an Accredited Financial Counselor (AFC®) and a candidate for the Certified Financial Planner (CFP) board exam. Because Rebecca is a an AFC®, she is a fiduciary, meaning she looks out for your best interests and will never try to sell you certain products.
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But don't just take our word for it – take theirs:
