About Carla Vincent

The joy of stepping out into your best life.

For years, I helped people build strong financial lives.
But I kept noticing the same pattern:
money was only one part of the puzzle.

You could:

  • earn well

  • invest wisely

  • hit every financial milestone

…and still feel off in another important area of your life.

Finances were just one pillar — not the whole picture.

My clients were opening up to me about their:

  • confidence

  • relationships

  • energy

  • direction in life

  • work-life balance

  • desire for more meaning, not just more success

And I found myself wanting to serve deeper than the CFP® framework allowed.

Money without meaning did not bring joy.

That’s why I left the financial planning profession and became a transformational life coach.

Because you deserve support in all the pillars that make a full, aligned, powerful life — not just your finances.

And now I get to do the work that truly lights me up:

helping high-achieving professionals elevate the one area of life that isn’t keeping up with the rest — so everything finally feels aligned again.

Professional Experience

Each chapter has deepened my ability to unite analytical thinking with emotional intelligence and strategic vision — the same balance I bring to my coaching practice.

  • Leadership and Strategy Experience — Throughout my career, I’ve been drawn to roles where I could create structure, solve complex problems, and help teams and individuals move forward with clarity. My path has taken me across diverse industries — from start-ups and healthcare to philanthropy and financial services — including time with the early team that helped launch what became the Bill & Melinda Gates Foundation. I’ve always found fulfillment in bringing order to chaos, connecting people and ideas, and guiding projects to completion with focus and purpose. These experiences taught me that leadership isn’t about position — it’s about presence, perspective, and the willingness to take aligned action.

  • Certified Financial Planner™ (CFP®) — As a former wealth manager and advisor at a leading firm, I built my book from the ground up, helping clients navigate major life transitions and financial decisions. My work went beyond numbers — I helped clients align their financial goals with the lives they wanted to create.

  • Project Manager Certification and experience

  • Founder, ExecuChicks℠ — Creator of a mastermind and growth community empowering women to grow, connect, and thrive—both personally and professionally. ExecuChicks blends accountability, mindset, and strategy, reflecting my belief that success is an inside-out process.