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Financial Therapy

Financial therapy provides individuals, couples, and families with a professional and tailored approach to addressing the multifaceted aspects of managing finances. We look below the surface to help discover the thoughts, emotions, and reactions that have led to financial struggles. 

Developing financial wellness involves thinking and feeling differently about money to overcome patterns, negative beliefs, and assumptions. Clients learn valuable skills for setting and achieving goals, managing financial stress, and cultivating healthy habits that promote long-term stability and prosperity.

With a focus on practical solutions and evidence-based techniques, financial therapists assist in developing effective strategies to address difficulties with debt management, budgeting, and communication about money within relationships. This often occurs by referrals from, or in collaboration with, finance professionals like tax experts and investment advisors. 

Some of the key areas addressed in financial therapy include:

  • Managing Debt: developing strategies for effectively managing and reducing debt burdens

  • Risk Aversion: overcoming fear and hesitation of financial risks that may be hindering goals

  • Impulsive or Irrational Choices: learning to make more deliberate and informed monetary decisions

  • Inherited Money or Financial Loss: resolving emotional distress about inherited wealth or setbacks

  • Aggressive or Passive Boundaries: establishing healthy boundaries around money and relationships

  • Mistrust or Paranoia About Money: addressing underlying issues of distrust or anxiety with others

  • Career Satisfaction: exploring career options and strategies for balancing stability with fulfillment

  • Relationship Conflicts: enhancing communication and beliefs about finances in relationships

  • Chronic Under-Earning or Overspending: identifying and addressing patterns of behavior that contribute to financial instability

Financial therapy helps to reduce anxiety and increase confidence by:

  • examining fears and regrets about choices, decisions, and lifestyle

  • resolving emotional baggage that impedes financial decision making

  • preventing common pitfalls of sudden wealth, inheritance issues, or investment anxiety


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life changes

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discuss your circumstances, ask questions about the process and our services, be matched with a therapist


complete consent forms, coordinate fees and out-of-network reimbursements, schedule the first session


attend sessions, share concerns and goals, receive guidance and support, work through challenges 

  our process

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