Dr. Mary Bell Carlson encourages us to transform our money narratives and make values-driven decisions for lasting impact.

KEY TOPICS
The stories we tell ourselves based on our earliest money experiences.
Tuning into clients and empowering their values.
Recognizing your biases and reigning them in with your clients.
Asking questions rather than solving problems.

DON'T HAVE TIME FOR THE FULL EPISODE? Check out the 15-minute highlight clip, Ep.95 HIGHLIGHT I Focusing on financial behaviors (not spreadsheets), or download it directly using this link.

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MAKING A FINANCIAL DECISION?
At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.
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CONNECT WITH DR. MARY BELL CARLSON
Website: https://keynote.financial/mary-carlson/
Book, “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional”: https://www.amazon.com/Anchors-Ostriches-Hot-Pair-Scissors-ebook/dp/B0BS4JRXLD/ref=sr_1_1?crid=207OV50YE8DBS&keywords=anchors+ostriches+and+a+hot+pair+of+scissors&qid=1675301417&s=digital-text&sprefix=anchors+ostriches+and+%2Cdigital-text%2C74&sr=1-1
LinkedIn: https://www.linkedin.com/in/marybellcarlson/
Instagram: @financialbehaviorkeynotegroup
Twitter: @financekeynote

Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous seminars and worked on a variety of financial planning and education projects.

After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University.

She earned her Ph.D. from Kansas State University in Personal Financial Planning with an emphasis in Financial Therapy; her master’s degree is from Texas Tech and her undergraduate from Brigham Young University. She holds both the Certified Financial Planner® and Accredited Financial Counselor® designations.

Dr. Carlson has become a sought-after speaker and consultant given her wealth of experience and expertise in the field. She cares deeply about people and is committed to helping others understand more about money, communication, and relationships.