If you have a client who struggles to implement the strategies you recommend, I may be able to help. I offer two free, no-obligation meetings to see if we're a good fit.
I am available to help if you prefer to keep all services in-house. This is helpful if you don't want your client to have a separate agreement.
No time for writing weekly blog posts? Want to communicate the "softer" side of money to your clients? Send psychology of money essays out to your clients.
Learn about implementing the THRIVE process to help your clients understand money's purpose in their lives and live more intentionally.
Hire me to give workshops and seminars to your employees or clients. Help them understand their Money Scripts and Financial Purpose.
Do you need CE credit? Check out my webinars and learn more about financial psychology, financial purpose, and money mindfulness.
I'm Derek and I help advisors help their clients live better lives.
I'm a financial therapist, life planner, speaker, writer, and mindfulness coach. I help advisors help their clients use their money to live the best life they can, with intention. My number one priority is to empower you.
For more information, please feel free to reach out and get the conversation started.