Our relationship with money is often fraught with stress and anxiety, and can easily affect our relationships, aspirations, and self-image. As a psychotherapist with over two decades of experience in Finance and Asset Management, I am well-equipped to help you understand, manage, and improve your own relationship with money, and empower you with the skills necessary to create healthy financial habits.

In financial therapy, we will look at:

  • Assessing what is working in your financial life and what is not, while tackling problematic money behaviors keeping you from reaching your desired goals. 
  • Exploring how learned “money scripts” influence or impact financial decisions.
  • Evaluating how your relationship with money influences your relationships with others.
  • Examining how feelings and belief systems might be clouding or distorting financial decision making. 
  • Identifying the behaviors that cause money-related stress.

Our sessions together will help you develop an action plan towards financial change, in which your system of values are harmoniously aligned with the financial decisions you make going forward.  

Wealth Advisors, Financial Planners

Most clients seek financial assistance when in the throes of a life transition: divorce, inheritance, the sale or purchase of a business, or retirement. But either through the result of an emotional experience in the past or learned from their family­ of­ origin, their decision making can be clouded or distorted. Your clients may disregard the advice that they desperately seek from you and even act counter to their stated goals. I can help your clients through the emotional aspects their financial decisions and struggles, and help them become more aware of the feelings and belief system that impact their decision making.

Areas of Expertise 

Developing action plans
Stress caused by money
Finding the triggers for over- and secret-spending
Uncovering "money-scripts"