Your Trusted

Consulting Partner

Powering Your

Business Finances

About Me

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.

600+
Satisfied clients
$5bn
Saved for clients annually
80%
We worked of the Global 500
>90
Repeat clients or referrals
Financial advising is not just about numbers, it's about understanding lives, guiding decisions, and building trust that lasts through every season of change.
Industries

My Experience Spans Every Industry and Challenge