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**About Carol Eddy, CFP™**

A Closer Look at the Identity and Purpose of the She Wins™ founder

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Together, we champion your financial victory by gaining clarity and understanding of your unique financial situation. We'll work collaboratively to build a successful roadmap tailored to empower women in their financial journey. You will transition from feeling lost and confused to being a financial champion, focused and clear on the winning steps you need to take for a triumphant financial future.

Carol Eddy

Certified Financial Planner™,

Founder of the She Wins™ Process

Here is a video of the founder herself

**Championing Women to Thrive Today and Secure Tomorrow with Confidence**

In 2002, I found myself supporting Diana, my brother's widow, navigating her through the aftermath of his tragic suicide. Witnessing the pivotal role of a robust financial plan, I dedicated my career to empowering women and advocating for comprehensive financial planning. Throughout my journey, I've had the privilege of serving clients since 1997, leveraging my background as a family therapist to introduce a holistic and transformative process.

Beyond financial success, my aspiration is to guide women in securing retirements and establishing enduring legacies. My commitment extends to advocacy, education, and philanthropy, serving on the boards of Two Roads Charter School and the Arvada Food Bank. My global impact includes sponsoring students in Kenya and Haiti, solidifying my role as a beacon of guidance for women seeking financial excellence.

Together, Diana's triumph and my dedicated SHE WINS PROCESS underscore the transformative power of resilience and strategic financial planning.

The She Wins Process is my heartfelt commitment to empowering women to seize financial victory and live fully in the present without deferring their dreams to an uncertain tomorrow. Born from my own journey and the resilience of women I've guided, this process is a roadmap to champion financial success through three vital steps: Build, Protect, and Preserve. It transcends mere strategy, embracing the essence of winning over challenges and emerging victorious.

It's about crafting a life where today and tomorrow coexist harmoniously, breaking free from the shackles of uncertainty. To me, She Wins is more than a process—it's a pledge to guide women towards a future where they not only secure their financial well-being but champion a life of fulfillment now. With each woman who embraces this journey, we collectively become champions of our present and architects of a triumphant tomorrow.

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We use a “holistic approach” to wealth management. Our systems, procedures, and techniques have been refined by years of experience, making us an efficient and productive wealth management company.

We Are:

Consultants, Not Dictators: We take a consultative approach, looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.

Committed: We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
Understanding: We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
Educated: We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only: to better serve you with the latest in products, services, and tax strategies.

We Provide:

Comprehensive Financial Planning: In-depth analysis of your financial situation. Holistic financial planning covers investments, taxes, and estate planning.
Efficient Systems and Procedures: Streamlined wealth management systems for optimal efficiency; proven procedures honed through years of experience; technologically advanced tools for accurate financial analysis.
Experienced Wealth Management: Access to a team with years of industry expertise. a proven track record of successful wealth management. Knowledgeable guidance based on market trends and economic factors.
Productive Wealth Management Services: Maximizing returns on investments through strategic planning. A proactive approach to identifying and capitalizing on market opportunities.