Financial Psychology Consultation:
AVAILABLE TO ALL UNITED STATES RESIDENTS
Financial psychology consultation is a professional, goal-oriented service where a consultant provides expertise, guidance, and structured support to help someone understand their situation, explore options, create strategies for improvement, and make clear decisions. Unlike therapy, which focuses on deep emotional healing, consultation is typically more focused on insight, education, and actionable steps that lead to informed decision-making and positive change.
Estate Planners and Lawyers:
Prenup collaboration – helping couples get clear on the purpose and the goals of their prenup. This involves talking more about the relationship considerations embedded in the process rather than the actual numbers. Prenup collaboration helps people navigate the emotional challenges that arise during the prenup process, particularly because it involves talking about money. It brings in the emotional and relational dynamics of money and finances and helps address them with a trained professional.
Estate planning – work with clients who need support with the relational, emotional, and communication challenges that can arise during the estate planning process.
Prenup Collaboration Consultation
Guiding couples through prenup decision-making to create a solid foundation of love and support.
Financial Advisors, Wealth Managers, and Financial Planners:
Offering a tailored a la carte menu to meet specific needs:
Direct referral to a financial therapist.
Participate in the new client onboarding process to complete financial psychology assessments and make recommendations.
Attend client meetings and collaborate with advisors to help guide and navigate clients through sensitive topics and challenging conversations.
Meet 1:1 with clients to help navigate emotions, relational dynamics, and financial habits – in-house at firm offices or online depending upon client preference.
Support for in-house staff regarding client communication challenges.
Monthly articles for newsletters or other communication platforms.
Monthly office hours with advisor/staff to talk through challenging situations dealing with emotions, communication, and relationships.
Behavioral Finance Consultation
Addressing the relational side of financial planning to help achieve financial security now into the future.
Topics can include:
Client motivation and task completion.
When one person in the couple is disengaged.
Recognize and work with client anxiety.
Couples who don’t share the same goals.
How to address financial infidelity.