Seeking Financial Guidance?
Your Money Story Holds the Key.
Financial Guidance - Financial Planning Rooted in Psychology
Every financial decision you make is shaped by your money story - the experiences, beliefs, and emotions you've developed around money over time. Seeking financial guidance isn't just about creating a plan; it's about understanding why you make the financial choices you do and ensuring they align with your goals and values. ​
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We blend expert financial planning with financial psychology to help you uncover your unique money story, reframe unhelpful patterns, and build a financial plan that empowers you to move forward with clarity and confidence.
Reframing Money Stories
Many people carry limiting beliefs about money, often rooted in past experiences. Positive psychology helps clients rewrite these narratives, enabling them to approach their finances with a fresh perspective.
Strengths-Based Goal Setting
By aligning financial goals with personal values and strengths, clients are more likely to stay motivated and achieve meaningful outcomes.
Fostering Confidence
Building resilience and self-efficacy empowers clients to make sound financial decisions, even in the face of uncertainty.
Services
Whether you're looking for a one-time check-in, a comprehensive financial plan, or a long-term partnership, you'll find a service designed to meet you where you are.
One-Time
Financial Plan
Best for: Clarity, direction, and a professional plan you can follow.
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What’s Included:
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Discovery meeting to understand your goals
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Full review of income, spending, saving, debt, insurance, and investments
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Customized written plan with clear action steps
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1–2 follow-up meetings to review and refine your plan
Investment: $1,200 flat fee
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Ongoing Support? No, but you can upgrade to ongoing planning anytime.
You’ll leave with a comprehensive roadmap and the confidence to take your next financial steps.
Ongoing Financial Planning & Psychology
Best for: Long-term partnership and support across life’s financial seasons.
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What’s Included:
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Personalized financial plan, regularly updated
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Integrated financial psychology support
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Proactive check-ins and meetings throughout the year
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Access to secure client portal and financial tools
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Real-time decision support (e.g. job changes, buying a home, family planning)
Investment: Initial fee of $1,200 plus ongoing fee of $1,200/year
Ongoing Support? Yes – full access to guidance all year long
This is our most supportive and all-inclusive offering for those ready to build wealth, meaningfully.
Hourly Financial Psychology
Best for: A focused conversation about money beliefs, emotions, or behaviors.
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What’s Included:
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One 60-minute session
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Personalized guidance from a financial psychologist
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Insights and strategies to address the emotional side of money
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Tools you can use right away to build healthier financial habits
Investment: $150 per hour
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Ongoing Support? No, but follow-ups can be booked as needed.
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Perfect for getting unstuck, navigating a tough money moment, or starting your self-discovery journey.
Financial Psychology Package
Best for: Deep, lasting change in your relationship with money.
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What’s Included:
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Six 45-minute sessions over 3–6 months
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Exploration of your money story, values, and emotional patterns
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Practical exercises between sessions
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A clear path toward aligned and values-based financial behavior
Investment: $750 total (payment plans available)
Ongoing Support? Email support between sessions.
This is the signature experience for transforming your relationship with money.
What are the benefits of combining financial planning and psychology?
Combining financial planning with financial psychology helps people align their money decisions with their values, emotions, and long-term goals. Traditional financial planning focuses on numbers—budgets, investments, retirement accounts—while financial psychology uncovers the beliefs, habits, and stressors that drive financial behavior. Together, they provide: Clarity: Understanding not just what to do with money, but why. Confidence: Reducing anxiety and improving decision-making. Consistency: Building healthier money habits that stick. Alignment: Ensuring financial plans reflect personal values and life goals. This integration leads to stronger financial outcomes, less stress, and more meaningful progress toward long-term well-being.
How does financial psychology consulting work in South Carolina?
Financial psychology consulting in South Carolina is designed to help individuals, families, and businesses uncover the emotional and behavioral side of money. Sessions typically involve confidential conversations (in person or virtually) where clients explore their money stories, habits, and stress triggers. The process often includes: Assessment: Identifying financial beliefs, behaviors, and stress points. Planning Integration: Working alongside traditional financial planning or existing advisors to connect emotional insight with financial strategies. Practical Tools: Learning techniques to reduce money stress, improve communication, and align financial decisions with values. Local Relevance: Guidance tailored to South Carolina laws, financial planning opportunities, and community resources. Whether someone is preparing for retirement, managing business finances, or seeking peace of mind with family money conversations, financial psychology consulting provides a structured way to make money decisions more intentional and less stressful.
Why is financial planning important for long-term financial well-being?
Financial planning is essential because it provides a clear roadmap for achieving your financial goals while managing risk and uncertainty. A well-designed plan helps you budget effectively, save for major life events, invest wisely, and prepare for retirement. By combining practical strategies with insights into your values and priorities, financial planning ensures your money decisions support your long-term well-being and peace of mind.