Fortify Financial Service

Fortify Financial Service Customized recommendations to help clients improve their financial position and pursue their goals. Our Faith, Family, and Finances intimately shape our lives.

My passion for helping others has lead me to where I am today. I firmly believe that our finances are one of the top three areas of our time here. I take personal stride in walking others through their financial path with intent and success. Having more than a decade of experience within the financial industry, I feel a sense of duty to spread financial literacy to others, guiding others out of de

bt and into a secure future of wealth building. I also enjoy assisting other Financial Professionals in their practice, so they can fully focus on what matters most... our client's and our client's financial legacy. I look forward to our discovery call and learning more about your specific financial journey, and how I can walk the path with you to success.

This culture is designed to take you down. Credit cards, car loans, student loans . . . they'll keep you paying way too ...
02/27/2024

This culture is designed to take you down. Credit cards, car loans, student loans . . . they'll keep you paying way too much money for way too long. But there's one way out of the mess of debt, and it starts right here with you. You can change your future today by joining my virtual Financial Peace University class. You'll learn to pay off debt fast, save more money, and build lasting wealth. Class starts on Tuesday, March 12, 2024, so sign up today at https://www.fpu.com/3ABFC0!

You work way too hard to be this broke! Now is the time to take back control of your money, and that starts by taking Fi...
02/26/2024

You work way too hard to be this broke! Now is the time to take back control of your money, and that starts by taking Financial Peace University. Visit https://www.fpu.com/3ABFC0 to join my virtual class starting Tuesday, March 12, 2024, and start making your money work for you.
Have you been looking for a way to finally get on top of your money? This. Is. Your. Time. And you don't even have to leave your home to do it! Just visit https://www.fpu.com/3ABFC0 to join my virtual Financial Peace University class starting on Tuesday, March 12, 2024. Make today the day you decide to own your money—not the other way around. You've got this!

If you've ever felt like you just can't get in control of your money, you're not alone. You'd be surprised how many peop...
02/24/2024

If you've ever felt like you just can't get in control of your money, you're not alone. You'd be surprised how many people you know are struggling just like you. But it's time for your struggle to end—starting today. Join my virtual Financial Peace University class starting on Tuesday, March 5, 2024 and learn how you can pay off debt, save more money, and build wealth. Visit https://www.fpu.com/3ABFC0 to sign up!

02/14/2024

There's still time to take advantage of our Valentine's Special 💗
Tired of working so hard and still balancing debt? 🥱
🧐Wanting a plan to preserve wealth or save for a big event?
Or perhaps you're like the rest of us that were never really taught 'how to use money' as a tool? 🆘

Let me help you and your loved ones achieve the financial peace you deserve. 🏆

Book your consultation through the link below ⬇️⬇️

02/13/2024

This Valentine's Day, show them you care by encouraging financial wellbeing and peace. We will begin your journey with your unique situation, values, and goals. Whether to get out of debt, build wealth, planning for future expenses- or anything in between, I am here for you every step of the way.
( customized coaching for teens & young adults too!!!)

Book Now: https://calendly.com/fortifyfinancialservice/financial-coaching-discovery-call

Do you make good money but have nothing to show for it?Tired of using your bank account & credit card balances as your b...
02/10/2024

Do you make good money but have nothing to show for it?
Tired of using your bank account & credit card balances as your budget?
Want to get debt-free but don’t want to sacrifice everything to do it?
Ready to save money and build generational wealth?
You’re in the right place!
We are here to tell you exactly how to budget, pay off debt, save money & stop living paycheck to paycheck. 👀

Schedule your free consultation now!

Welcome to Fortify Financial Service. Please follow the instructions to add an appointment to our calendar.

02/09/2024
Unlock your full potential and live the life you've always wanted. Join our community of growth seekers and embark on a ...
01/11/2024

Unlock your full potential and live the life you've always wanted. Join our community of growth seekers and embark on a journey of financial freedom today.

01/10/2024

Hello to all my clients, friends, and family.
🎉 It is official 🎉

Fortify Financial Service is off the ground and ready to meet you wherever you are in your current financial stage. I look forward to accompanying you on your journey to financial freedom. Equipping you to achieve your dreams and goals.

Utilizing a holistic approach, I will armor you with personal support, financial tools, actionable recommendations, and most importantly understanding. Dedicated to our ongoing one-on-one consultations, as your private coach throughout all stages of your financial wellness.

Over 10 years experience in Financial Advisory Senior Support Specialist, Broker/ Dealer Operations, Client Support Specialist

Professional Designations & Certifications
* FPQP- Financial Paraplanner Qualification
* Investing Retirement Assets Certification
* Problematic Beneficiary Designation
* Financial Planning Process Certification
* Financial Literacy
* Debt Management
-and more!!

Federal Background Approve, and Accredited

Just click the link to schedule your consultation and coaching sessions.

Feel free to reach out directly at:
[email protected]

Customized recommendations to help clients improve their financial position and pursue their goals.

01/10/2024

Welcome everyone to Fortify Financial Service's page. It is certainly a work in progress with a lot of new features to come, please stay posted.

I greatly appreciate your support and referrals. It's taken a lot of dedication and hard work over the years, but I am so excited to share my new business with you all.

With specialties such as; financial para-planning, budgeting, saving strategies, retirement planning, behavioral finances... the list goes on.

I am honored to accompany you on your journey, coaching and supporting you towards a life of financial freedom.

Whether you are just starting out, buried in debit, paycheck to paycheck, or have dreams of planning for huge milestones such as tuition, vacations and retirement- I am here to help you along the way.

With a strong financial career and a servant's heart, I am looking forward to our partnership and assisting you and your loved ones in reaching financial goals and dreams.

Warm regards,
Carly

Address

Mooresville, NC

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