Kelsa Dickey

Experience

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  American Express Financial Advisors

  May 2002 - Nov 2004

  Associate Financial Advisor

  Offer financial planning to a client-base of 1,100 people. Performed a comprehensive, ongoing approach that started with helping them define their dreams, developing a plan to get there, then tracking their progress along the way, recommending changes where needed. Offer products such as brokerage accounts, mutual funds, stocks, life insurance, long-term care insurance, etc. Performed trades timely and accurately. Planned an annual client reception for approximately 500 clients.

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  Enterprise Holdings Inc.

  Nov 2004 - Feb 2011

  Oversee the monthly financial statement process, including the management of general ledger entries, account schedule review and reconciliations, statement deadlines, and generation of the final reporting and analysis. Supervise personnel responsible for the daily success of accounts receivable, accounts payable, receptionist and office manager duties.Manage internal and external audits from various municipalities and taxing authorities Analyzed revenues and expenses for specific locations within our sales teamSupported branches as needed with special requests and issuesProvided training to new assistant managers on best practices for cash handling procedures, receivables, reviewing financial statements, and proper underwritingLed a five-person team in the Detroit Marathon Relay race

  • Accounting Supervisor

    Feb 2008 - Feb 2011

  • Accountant

    Nov 2004 - Feb 2008
• 

  Financial Coach Academy

  Apr 2008 - now

  As lead instructor for the Financial Coach Academy, I teach aspiring and experienced financial coaches how to create and efficiently run their coaching business, all the while learning how to attract clients and become an effective coach. This practical, easy-to-follow online course gives enrollees the confidence to start or grow their coaching business, whether it’s a side hustle or their primary source of income.

  • Course Creator and Lead Instructor

    Sept 2015 - now

  • Chief Executive Officer

    Apr 2008 - now
• 

  Fiscal Fitness Phoenix, Inc.

  Apr 2010 - now

  Co-Founder and Financial Coach

  Fiscal Fitness was born out of a passion to help people stop feeling like they were controlled by their money. We strive to make every client who comes to us know they have the power to transform their lives and take control of their finances. What began as a side hustle for me more than a decade ago has grown into a business that helps hundreds of clients every year gain clarity, purpose and peace of mind about their money.