Casey McClurkin, BFA™

Casey is an accountant turned budget analyst turned financial advisor turned money coach. She is a certified Behavioral Financial Advisor.

Casey, what makes you come alive, fills you with joy, fulfillment, and excitement?

I get so excited when a client brings in a big pile of stress for me to straighten out. Creative problem solving based on each client's unique situation. It's like the pieces of a jigsaw puzzle - putting them together is such great satisfaction. The process brings me joy. I come alive at talking about budgeting and different ways to save or make money. When I see the light come on in a client's eyes that indicates they "get" it. When I hear my client's say "oh that's where my money is going". When the feedback I get tells me the strategies we put in place are not only working, but making my client's lives better. I feel joy - I can't tell you how many times I've been moved to tears knowing that the work I'm doing is improving my client's lives. Other things that spark joy: creating excel spreadsheets and pivot tables to analyze data, writing, earning money, working hard, completing a project.

What would you say are your innate strengths?

My innate strengths include connection, achievement, creativity, investigation + research, optimism, empathy, authenticity, and learning. I naturally see the best in people and so they feel very relaxed and comfortable around me. Complete strangers tend to tell me their life stories because I am a good listener.

Where do you add the greatest value?

The value I add is through helping a client feel safe and that they are in a safe place when they are with me. I can provide non-judgmental feedback that is both compassionate and with tough love. I don't tip toe around things - I can be direct and assertive with a loving tone. I am a good motivator and accountability partner. I also add value in creating strategies, systems, and planning. I'm a creative person with the technical skills to manifest more than hypothetical ideas but action oriented systems.

How will you measure your life?

My life will be measured by the amount of time I've spent doing what brings me joy. Making money brings me joy. Being of service brings me joy. Being the woman God intends me to be brings me joy. Helping people see their own value and capabilities brings me joy. Seeing people excited to set goals then seeing them crush said goals brings me joy. Realizing that we are all doing the best we can with what we have AND that there is always room for improvement. I will ultimately measure my life by the size of the smile on my face at the time of death. Was I honest? Was I open-minded? Was I willing? If the answer is yes, then mission accomplished!

What do you want for your clients?

I want to give my clients their power back when it comes to money. I want to help them create a plan to get out of debt and stop living paycheck to paycheck. But it's so much more than that: I want people to know that they don't have to do it on someone else's terms. Just because you have debt or maybe a low bank account balance, that doesn't mean you are a bad person. You are not the sum of your net worth. You are a person who needs to learn the financial skills so that you can be 100% you, 100% of the time. So you can spend with integrity. So you can make smart financial decisions and you can be the best version of yourself. Money is a means. Your goals are the end. Money is a tool. You are the craftsman. Money doesn't make us who we are, rather we make money being our best, authentic selves.

Who are you outside of work?

I believe we are all spiritual beings having a human experience. Because of that, I am a compassionate, kind, and empathetic person. I love to learn from every person I meet and I hope that I can give back every gift I have to offer, too. I love to write, read, paint watercolors, spend time with my family, design the life of my dreams, play in nature, and treat every day as if it was the greatest gift I’ve ever been given. Because it is! The secret to enjoying life is to realize that all resources are unlimited except one: time. You can always earn more money, but you can never earn more time. With that in mind, spend it wisely!