Christy Mattocks - Financial Coach

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Introduction

My motto is “When we know better, we do better”. I will work very closely with you to ensure your complete understanding of just a few simple key financial principles that most are not taught and that we need to know in order to become financially independent. What does being financially independent look like or feel like to you? We will explore that. It will take time, patience, discipline and coaching. I will be there every step of the way cheering you on. I meet and work with clients virtually all across the US using Screen Share technology. I also conduct face to face consultations in the surrounding areas near or in my base office in Raleigh, NC.

Overview

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1 employee

17 years in business

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

10 reviews

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Read reviews that mention:

Crystal M.

Jul 7, 2021

Judy J.

Jul 6, 2021

Working with Christy was a wonderful experience. She answered all my questions got back to me quickly with the ones she had to research. I find her a very knowledgeable financial advisor.

William P.

Jul 20, 2021

Christy is such a life saver. She is very serious and committed to her work. The compassion she implies confirms that her heart ❤️ is to serve people with the spirit of excellence.

Shanta M.

Jul 9, 2021

She is very kind and patient with me and explained any questions or concerns I had. All of this was new to me and she really helped me determine what the best decision was for me and my son. I also can message her anytime and will receive a response in a prompt time!

Kerry D.

Jul 6, 2021

Christy possess an advance knowledge about services that Primerica has to offer. Not only is Christy passionate about her business she is genuine with people she meets. She didn’t pressure me when I expressed an interest in life insurance. I was well informed about life insurance with Primerica and made a decision immediately to get two life insurance policies. Christy’s people skills are incredible! I am a very happy customer!😊

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Christy Mattocks

FAQs

What is your typical process for working with a new customer?
Listening to the concerns as well as the desires of my clients. Working together with my clients to prioritize and design a game plan specifically for them.
What education and/or training do you have that relates to your work?
1991 UNC Wilmington graduate, Life License, SIE, Series 6 & 63
How did you get started doing this type of work?
My love for teaching and helping families make informed and better financial decisions grew from my own lack of knowledge. Due to my education and experience in Corporate Finance, family and friends constantly asked questions regarding personal finances that I could not answer. My thought was if I did not know the answers, how many others did not as well.

Christy Mattocks - Financial Coach

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