Services:
Money Psychology Coaching:
Coaching focuses on personal growth, education, and practical skills, working on the present and future with an emphasis on goals, accountability, and behavior change. It provides guidance and strategies to help clients improve habits and decision-making. Coaching does not assess, diagnose, or treat mental health conditions, and it is not regulated by state licensure laws, which allows it to be offered across state lines.
Offered Nationwide
For: Individuals and Couples
Financial Therapy:
Therapy is a form of psychotherapy, focusing on mental health treatment and emotional healing, often exploring the past to address trauma, unresolved issues, and the underlying causes of distress. Psychotherapy involves assessment, diagnosis, and treatment of psychological disorders, seeks to reduce symptoms of mental illness.
Virtual Appointments: Offered to Residents of Vermont and Connecticut
For: Individuals, Couples, and Therapists
This service is an opportunity to talk through challenging client situations and needs with an expert. Being able to discuss and work through specific challenges can make all the difference in client retention and client relationships. Fee for Personalized Services offered at an hourly rate, project-based, or package-based. This will be discussed during your initial call.
Topics can include:
Client motivation and getting clients to take action.
Guiding couples through the prenup planning discussions and process.
What to do when one person in the couple is disengaged.
Recognize and work with client anxiety.
Couples who don’t share the same goals.
Consultation
For: Financial Planners, Estate Planners, and Attorneys
Offered Nationwide
As a therapist, if you’ve ever felt uneasy setting fees, avoided money conversations, or questioned your worth despite a full caseload—you’re not alone. My financial therapy sessions help clinicians uncover and reframe money beliefs so you can feel more confident, grounded, and aligned in both your practice and personal life.
For Therapists
For: Therapists
Offered Nationwide