How Can I Help?
Financial Planning Beyond the Numbers
Financial Guidance - Financial Planning Rooted in Psychology
I offer a range of services rooted in financial psychology - from one-on-one financial planning, to support for fellow professionals, to speaking and teaching on the emotional side of money.
Individuals & Families
If you're ready to explore your relationship with money and move toward financial clarity, I offer financial psychology and financial planning services desinged to support your well-being - not just your balance sheet.​
Financial Professionals
As a financial psychologist and planner, I help other professionals bring depth, insight, and humanity into their work. Whether you're looking for case support, collaboration, or practice growth, I'm here to partner with you.
Organizations
From keynote presentations to facilitated retreats, I speak on topics at the intersection of psychology and finance - helping advisors and audiences alike rethink their relationship with money.