For Professionals
Supporting the emotional process behind financial decisions
I collaborate with attorneys, mediators, financial planners, CDFAs, CPAs, therapists, and other professionals whose clients are navigating emotionally charged financial decisions.
Clients may understand the advice they’ve received but still struggle to act because of fear, shame, grief, conflict, overwhelm, or long-standing money patterns.
Financial therapy helps address the emotional barriers affecting decision-making and follow-through.
WHEN FINANCIAL THERAPY MAY HELP
Avoiding important financial or legal decisions
Feeling overwhelmed or emotionally flooded
Struggling to follow through on professional recommendations
Experiencing shame, fear, grief, or conflict related to money
Making decisions from urgency or survival mode
Navigating divorce, loss, caregiving, retirement, inheritance, or another major life transition
Repeating financial patterns that interfere with progress
Financial clarity starts with emotional clarity.
How I Support Your Work
Financial therapy does not replace legal, financial, tax, or clinical guidance.
It supports the emotional process underneath that guidance so clients can:
✓Understand what is driving their reactions
✓Regulate distress around financial decisions
✓Communicate more clearly
✓Evaluate choices with greater intention
✓Improve follow-through
✓Move forward with greater clarity
COLLABORATION
With the client's written authorization, I can coordinate with members of their professional team when appropriate.
My role is to support the client's emotional readiness and decision-making—not to provide legal, investment, tax, or financial-planning advice.
LET'S CONNECT
I welcome referral relationships and conversations with professionals serving clients through financial stress, divorce, grief, relationship changes, and major life transitions.