Financial wellness for the purpose driven professional.
Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, communicate, and behave differently with money to improve overall well-being through evidence-based practices and interventions.
- Source: Financial Therapy Association
You are a mid to late career professional, who is doing some of the basics, but you haven’t optimized for your situation.
You have a lot of fears and anxieties around money.
You know that you should be further ahead financially than you currently are, given your income.
You want a safe space to explore how your core beliefs around money have shown up your life.
You and your spouse have different perspectives and approaches to money, and you need help to get on the same page.
You are experiencing a life-changing increase in income or wealth, and you need objective guidance & support to navigate it.
You can read more about how this works in practice in the case studies here.
I believe that every person’s financial wellness journey is unique. Wherever you happen to be in your journey is where I will meet you.
Together we will explore how your thoughts and experiences have shaped your behaviours around money. With that insight, we will create your personal financial path that will support your full life vision, now and in the future.
Let’s get to know each other!
I was working on my expenses and looking at where the money will be going for this and that yesterday and just thought how grateful I am that you are guiding me. Thank-you!!
I am sure it would be a mess of overspending, chaos and ultimately an unhappy affair otherwise! With your help I am knowing where my money is going, thinking through expenditures and feeling like I am in charge of it rather than a run-a-way train!
D.T Vancouver
The following cases are composites of real people, and real results.
Maren and Hervé are both tenured university professors in their mid 40s. They reached out after a crisis in their extended family showed them the consequences of not having their finances in order. They didn’t want that to happen to them...
READ MORE
Colin and Erik reached out when Colin’s stock options suddenly shot up in value and were suddenly worth a life-changing amount of money. With this windfall, new possibilities opened up, and also new tensions...
READ MORE
Alicia is an intellectual property lawyer in her late 30s. Over the last five years, her career has taken off, and so has her income. Unfortunately, her expenses have grown even faster...
READ MOREEvery Last Friday of the month at 8:00 EST/5:00 PST, I will host an open house on Zoom.
This is a casual, low-key money talks event. It might just be the two us, or there might be other people on the call. Every week will be different.
You may use this hour to:
Pick my brain (General/high level questions only)
Discuss research and professional collaborations.
Learn about financial therapy and the Financial Therapy Association.
Simply say hello! I’d love to connect/re-connect with you!
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If you enjoy online discussions, you may join my financial therapy discord discussion group on discord.
