For Financial Advisors

I help financial advisors and their clients navigate the complex emotional terrain of wealth, creating pathways to more meaningful success and inner contentment.

For your clients, money is more than numbers on a balance sheet. It's a tapestry woven from their upbringing, their deeply held beliefs, their emotions, and their social structure.

As a psychologist with a unique blend of clinical expertise and business acumen, I have a distinct perspective on the psychological underpinnings of financial behavior. I understand both the institutional context of wealth management and the deeply personal nature of each client's relationship with money.

How my work can help you

Here are just a few examples of how I’ve worked with financial advisors, their clients, and others:

  • Coached a financial advisor to help them gain competitive edge by being more effective in building and sustaining the client relationship itself (trust, active listening, client feeling they "get them").

  • Partnered with the CFO of a large global business to influence the CEO and leadership team beyond the numbers by developing a deeper understanding of the cognitive and emotional biases we all have in financial/investment decisions.

  • Provided support to a business owner in the midst of a big life transition, such as exiting the business, to bridge the gap between what a therapist and a financial advisor alone can offer.

  • Coached an entrepreneur through the emotional and strategic challenges of having their own business to better handle the pressures of scaling a business and align their new financial status with personal values.

For financial advisors & wealth management professionals

Though you've mastered the technical aspects of wealth management, it’s clear that the most challenging variable in your work remains human behavior. Your clients don't always follow sound advice, struggle with making decisions, or they get derailed by emotional reactions to market changes. That’s because people’s attitudes and beliefs about money and wealth are some of the most powerful forces in our lives.

I help you develop the psychological insights and relationship skills that transform you from a technical expert into a trusted advisor who can truly impact your clients' financial wellbeing and decision-making.

Our collaboration enhances client retention, increases successful implementation of your recommendations, and positions you as a differentiated advisor in a competitive landscape.

  • Psychological Skill Development - Build versatility in understanding clients' money psychology, enhancing your emotional intelligence, and developing deeper listening capabilities

  • Client Relationship Enhancement - Learn frameworks for building rapport, delivering advice that gets implemented, and handling emotionally charged conversations

  • Gender Dynamics Mastery - Develop awareness of unconscious biases and communication patterns that may affect how you serve diverse clients

  • Workshop Facilitation - Custom training programs for your team to develop psychological competencies that differentiate your practice

For executives looking to influence beyond the numbers

Your financial expertise is unquestioned, but translating data into strategic influence requires a different skill set. As a CFO or senior financial leader, your success depends not just on presenting accurate numbers, but on shaping how leadership teams interpret and act on financial information—especially when facing bold decisions or managing cognitive biases that can lead to costly mistakes.

Our work together transforms you from a numbers expert into a strategic advisor who can effectively shape organizational decision-making, helping leadership teams avoid the psychological pitfalls that lead to poor financial choices and investment strategies.

  • Strategic Communication Mastery - Develop frameworks for presenting financial data in ways that resonate with different leadership styles and decision-making preferences

  • Executive Presence Development - Build the confidence and gravitas needed to challenge risky proposals and advocate for balanced, data-driven approaches

  • Cognitive Bias Navigation - Learn to identify and address the emotional and psychological factors that influence financial decision-making at the executive level

  • Influence Without Authority - Master techniques for guiding CEO and board decisions when you're not the final decision-maker but your input is critical

  • Political Acumen Building - Understand the interpersonal dynamics that affect how financial recommendations are received and implemented

For individuals, couples &
families working with a financial advisor

Despite your financial success, something still feels misaligned. Perhaps you've achieved the wealth you worked for, but it hasn't brought the freedom or peace you expected. Or you may struggle with questions about legacy, family dynamics around money, or finding purpose beyond accumulation.

Working in partnership with your financial advisor, I provide a confidential space to explore the psychology behind your financial life, and our work together bridges the gap between traditional financial advice and conventional therapy. This opens up space for the unique psychological challenges and opportunities that come with wealth and planning for your legacy.

  • Money Psychology Discovery - Uncover how your early experiences, core beliefs, and emotional patterns influence your financial behavior and decision-making

  • Wealth Transition Navigation - Process the psychological aspects of significant financial changes—inheritance, business sales, career transitions, or divorce

  • Family Wealth Dynamics - Address communication challenges around money, develop strategies for raising financially healthy children, and create meaningful legacy plans

  • Financial Decision Clarity - Work through complex financial choices with attention to both the practical considerations and emotional dimensions

  • Purpose & Impact Alignment - Discover how to use your wealth in ways that generate genuine meaning and fulfillment