Coach Carrie Willis is a Licensed Financial Coach, Certified Clarity Coach, and Keynote Speaker with 20 years as a public school educator. She holds a BA in Human Development and a Master of Arts in Psychology summa cum laude, along with SIE, Series 6, and Series 63 licenses.

She is the founder of Gr8Finances and the creator of Retirement Clarity™, a financial wellness program that brings EAP-style retirement planning services directly into school districts. Through OMNI P3 approved vendors and partnerships, district employees gain access to the Financial Health Score, the Financial GPS, and their Financial Independence Number™. Coach Carrie works directly with superintendents and district leadership to bring financial clarity to the people who educate our communities.

Coach Carrie also hosts Clarity From The Heart™, a video series that brings honest financial conversation to working professionals and entrepreneurs. Her content reaches 40,000 followers across platforms including LinkedIn, Substack, YouTube, Facebook, and Instagram.

She holds 35 speaking and guest invitations earned in under 45 days, a credential she now teaches through her visibility coaching work.

Coach Carrie speaks from experience, not theory. Her mission is simple: make financial clarity accessible to people who are doing the work and deserve to see it pay off.

Confusion is expensive. Clarity pays for life.

This keynote is for audiences who have tried to get their finances together and keep hitting the same wall. The problem is rarely the numbers. It is the story they are telling about the numbers.

Coach Carrie walks audiences through the connection between financial behavior and mindset, showing how the same patterns that keep people stuck at work keep them stuck with money. She delivers practical tools audiences can apply the same day, wrapped in a message that makes financial clarity feel possible for the first time.

Best for:

• Corporate and professional development events

• Financial wellness conferences and summits

• School district staff development days

• Entrepreneur and small business audiences

Audience takeaway: A clear connection between how they think and how they spend, save, and invest, plus one immediate action to shift both.

This keynote is for professionals who are great at what they do and exhausted from being the best kept secret in the room. Visibility is not about being loud. It is about being intentional.

Coach Carrie shares the exact framework that generated 35 speaking and guest invitations in under 45 days, without paid ads, without a publicist, and without starting over. She breaks down the five shifts that move a professional from invisible to in demand, and why most visibility strategies fail before they start.

Best for:

• Professional associations and networking organizations

• Entrepreneurship and business growth conferences

• LinkedIn and social media marketing events

• Women in business and leadership audiences

Audience takeaway: A repeatable visibility framework they can activate immediately, plus the mindset shift that makes it stick.

Every Coach Carrie engagement is built around one outcome: clarity that leads to action.

Audiences leave with:

• A clear understanding of the one thing standing between them and financial clarity or professional visibility

• A practical tool or framework they can use the same day

• Language to talk about money and opportunity without fear or shame

• A next step that is specific, doable, and theirs

Coach Carrie does not leave audiences inspired and stuck. She leaves them informed and moving.

When you book Coach Carrie, you are not booking a speaker who shows up and disappears. You are booking a partner who is invested in your audience walking away changed.

What to expect:

•  A pre-event conversation to understand your audience, your goals, and your stage

• A customized talk built around your event theme and attendee needs

• High-energy, direct delivery that holds the room and moves the moment

• Content grounded in 20 years of classroom experience and financial coaching practice

• A post-event resource your audience can take home and use

Coach Carrie speaks to real people about real problems. No jargon. No filler. No confusion.

Speaking fees: Available upon request. Virtual and in-person engagements accepted.

Financial Clarity and Retirement Planning

• Retirement Clarity™ for school district employees and 403(b) and 457 plan holders

• Why confusion about money is costing you more than your bad habits

• Financial clarity for entrepreneurs and professionals who are doing well and want to do better

• The real cost of waiting to understand your retirement plan

Visibility and Professional Growth

• From Invisible to In Demand™: the visibility framework that generates real opportunities

• What to say after the handshake: turning connections into conversations

• LinkedIn as a visibility engine, not just a resume

• From comments to invitations: how one right move leads to the next stage

Mindset and Money

• Money matters are mindset matters: the connection between how you think and how you spend

• Clarity as a financial strategy: why confusion is the most expensive thing in your budget

• Building financial confidence in communities that were never taught