Your Trusted
Consulting Partner
Powering Your
Business Finances
RITA MARIE CAREY
Welcome, I’m Rita , a financial advisor with a personal understanding of what it means to face financial hardship. Before stepping into the world of finance professionally, I experienced the reality of living paycheck to paycheck, managing debt, and rebuilding from the ground up. That journey shaped my approach and deepened my commitment to helping others do the same. Today, I offer practical, personalized financial guidance to individuals who want to take control of their finances, whether they’re starting over or looking to build a stronger foundation. My advice is grounded in real experience, not just theory. If you're ready to move forward with clarity and confidence, I’m here to help you take the next step.
Portfolio Management
Customized investment strategies based on your goals, risk tolerance, and time horizon. I offer support in building and managing diversified portfolios to grow and protect your wealth over time.
Retirement Planning
Helping you prepare for a secure and comfortable retirement. Whether you’re just starting or nearing retirement, I’ll work with you to create a realistic, goal-oriented plan that aligns with your lifestyle and income.
Debt Management & Recovery
Developing strategies to reduce and eliminate debt while avoiding common financial pitfalls. Includes personalized debt repayment plans and creditor communication support.
Money Mindset & Behavioral Coaching
Helping you shift unhealthy financial habits, overcome limiting beliefs, and create a mindset that supports long-term financial growth.
My Experience Spans Every Industry and Challenge
- Investments
- Finances & Economy
“We wouldn’t have gotten to where we are today without Rita. She spent time with us to better understand our processes and where our bottlenecks were.”
net synergies realized above the initial target in the first year.
“Partnering with Rita was a game-changer for us. She took the time to understand our challenges and helped us streamline our operations for success.”
reduction in time spent on reporting was realized
“Rita has been instrumental in our growth. She took the time to truly understand our needs and helped us eliminate inefficiencies.”
reduction in errors and streamlining data management through automation.