When Coaching is Helpful
Coaching may be helpful if:
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Money conversations feel tense, avoided, or emotionally charged
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The same disagreements keep coming up without resolution
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Decisions feel overwhelming or get endlessly delayed
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One person carries most of the financial responsibility or stress
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Past experiences with money are affecting present choices
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You want alignment around values, priorities, and direction
These challenges are common. Coaching isn’t about fixing people—it’s about understanding patterns and creating space for change.
What This Coaching Is (and Is Not)
What This Coaching Is
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1:1, family-focused support
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Grounded in financial psychology and behavioral science
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Collaborative, reflective, and non-judgmental
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Structured, but responsive to your family’s needs
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Focused on communication, patterns, and decision-making
What This Coaching Is Not
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Financial planning, investment advice, or tax guidance
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Therapy or mental health treatment
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Crisis or emergency support
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A one-size-fits-all program or quick fix
Clear boundaries help create a safe and effective coaching relationship.
How Coaching Works
While every family is different, coaching typically follows this flow:
Areas We May Work On
Coaching often includes exploration of:
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Money stories, beliefs, and early experiences
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Family communication around money
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Decision-making and values alignment
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Financial stress, avoidance, or conflict
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Life transitions (new parents, career changes, caregiving, etc.)
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Creating shared language and understanding around money
Not all areas apply to every family. Coaching meets you where you are.
Is Coaching a Good Fit?
Coaching Is Likely a Good Fit If:
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You’re curious about the emotional side of money
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You want to understand why money feels hard, not just what to do
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You’re open to reflection and conversation
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You value clarity, compassion, and intentional decision-making
Coaching May Not Be a Fit If:
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You’re looking for specific investment, tax, or legal advice
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You want therapy or mental health treatment
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You’re seeking immediate crisis support
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You want someone to tell you exactly what to do
If you’re unsure, an initial conversation can help clarify next steps.
About
Hi, I'm Dr. JW Harris
I’m a financial psychologist who works with families who want their money decisions to reflect what matters most.
My approach is grounded in the belief that better financial outcomes come from understanding emotions, relationships, and the stories we carry about money.
Coaching is about creating space for insight, clarity, and healthier patterns—without shame or pressure.
You don’t need to have it all figured out to begin.

Practical Details
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Format: Virtual sessions
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Who Can Attend: Individuals, couples, or family members (as appropriate)
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Session Length: Typically 50–60 minutes
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Frequency: Determined collaboratively
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Confidentiality: Coaching conversations are private and handled with care
Specific logistics are discussed during the initial conversation.
Disclaimer & Boundaries
Financial psychology coaching focuses on behavior, emotions, and decision-making around money. It does not include investment management, tax advice, legal advice, or therapy. Coaching is educational and reflective in nature and is not a substitute for mental health treatment or professional financial advice.

