|THERAPY SERVICES| FINANCIAL THERAPY

Improve your relationship with money

money rolled up in a rubber band in red background

Does the subject of personal finances make you uncomfortable? Okay, maybe a little more than just uncomfortable? Do you think of yourself as someone who is just bad with money? Do you avoid planning for your retirement or saving for your children’s education because you believe it’s a hopeless cause?

Financial therapy is a targeted form of therapy that focuses on your beliefs, feelings, and behaviors that contribute to a poor relationship with money.

Can money be scary? Yes, but that doesn’t need to hold you back from making sound financial decisions to benefit yourself, your family, and your community.

My financial experience

I worked for 25 years in the investment and retirement industries, completed my MBA and earned the right to use the CFA designation. I also taught financial planning, general finance, and financial literacy courses at a local university.

Despite my career change to become a licensed therapist, I liked many things about working in this industry, especially teaching. Financial therapy allows my to utilize my professional experience more holistically to help clients improve their relationship with money.

What Financial therapy is NOT

Financial therapy, as far as I am concerned, is NOT financial planning. I don’t sell any financial products. I do not make any financial recommendations nor make any guarantees regarding your financial progress. However, we can discuss your goals in this area and identify ways in which you might be sabotaging yourself with your unexamined thoughts, beliefs, feelings, and actions.