Consulting Services

I offer consulting services that focus on the client’s most critical needs and opportunities in personal financial behavior. I offer expert advice, functional knowledge, and a holistic approach to add value to my clients’ most pressing issues. As a consultant, I combine a deep functional knowledge with a proven process and practical experience that gives my clients real impact and results.


Since each client and project is unique, please contact me directly for further information and pricing.

Representative Clients

Association of Financial Counseling and Planning Education
The Bowen Group
National Association of Counties
U.S. Government


Dr. Carlson provided consulting services for some of our financial management contracts supporting the Marine Corps. She has vast knowledge of financial management especially in the Department of Defense sector. DoD benefits are unique and can be different than in the corporate sector. Dr. Carlson understands those benefits!

Anna Jones

Vice President, The Bowen Group

Mary’s experience and expertise have been a strong asset to our organization. She has devoted time to help shape the career pathways for emerging professionals and provided sound strategic leadership for our Board of Directors. The organization has also utilized her dual strengths as an educator and presenter. Mary has devoted time to content development for continuing education trainings and taken on the role of instructor for a webinar review course tailored to a specific demographic of certification candidates.

Rebecca Wiggins

Executive Director, Association for Financial Counseling & Planning Education (AFCPE)

Ready to Change Your Financial Future?