Crystal Pouncy

Financial Services Professional & Financial Literacy Advocate

Certified Financial Education Instructor (CFEI)

Crystal Pouncy, Financial Literacy Advocate

Personal Notes

Relationships are the Foundation of Life! I believe that relationships can be cultivated through financial education by providing the knowledge to develop sound financial behaviors and money management skills. Having been married now for over 20 years, I am personally aware that navigating life and relationships can be challenging without adding the stress and limitations that come with poor financial well-being. In fact, it is one of the main reasons for relationship failure. Drawing from both my professional financial career and practical knowledge of relationships, I have created a financial education program that focuses on teaching exclusive, engaged, and newlywed couples how to implement and comfortably communicate on financial topics. This helps to develop wise financial decision making earlier in the relationship with couples becoming aware of each other’s financial views, how to accomplish shared goals, and ways to avoid financial missteps that may lead to happier, healthier, and longer-lasting relationships. My passion for the alignment of finances and family keeps me motivated because of its powerful impact on society.

Bio

Crystal “CP” Pouncy became an NFEC Certified Financial Education Instructor to provide quality financial education for people at all socio-economic levels. She has a successful 22-year career in the financial services industry, most recently as a Vice President in wealth management. This gives her exposure to the financial behaviors of the country’s top income earners. She has used this information to transform her own financial habits and believes it is her purpose to now share this valuable information with others. Crystal possesses an extreme passion for training, coaching, and personal development with a deep desire for meaningful relationships. As an ordained minister, it is equally important that she uses her financial expertise to serve her community. Her wealth of knowledge and personal life experience has inspired the desire to create financial literacy courses for couples, especially newlyweds and engaged couples. The decisions couples make have long term implications on their family and for generations to come. That is why Crystal believes laying a solid financial foundation and adopting good financial behaviors early in relationships is so critical. It is Crystal’s goal that her couples and pre-marital financial courses will lead to greater transparency, communication, and wise financial decision making in relationships. Her nurturing and heartfelt approach mixed with her positive and upbeat personality makes for a great learning experience according to those she has had the privilege of training. When it comes to financial topics, she has always been the go-to person for friends and family and believes it is now time to share her expertise and voice with the world.