Money is emotional. I help investment advisors, financial planners, financial coaches, and other financial professionals work with their clients. If you've found that conversations become too emotional, clients are having a hard time implementing your solutions or if you have clients and prospects that don't need your services, I might be able to help. Further, if your clients have a good plan and plenty of money but are struggling to find meaning in their life, a partnership might make sense.
How I help: I can work with clients individually or in partnership with you. I help your clients connect with money on an emotional level to help them get past what's keeping them stuck and help them live life intentionally.
I'm always looking for financial professionals that would be a good fit for clients who need services that are different from what I offer. I'd love to connect to find out who your ideal client it.
Note: I do not partake in paid referral arrangements.
Mental Health Professionals
I help mental health professionals work with clients and patients around money matters. If you've been able to help with your clients' emotions and relationships, but now the conversations has moved toward dollars and sense, a partnership might make sense. If your clients need to implement a savings or spending plan, their financial needs are beyond your expertise, or disagreements are mostly around money matters, I'd be happy to see if I can help.
How I help: I can work with clients individually or in partnership with you. I help implement strategies that make sense for your clients, and do it in a way they are likely to move forward with.
I am always looking for mental health professionals that would be a good fit for clients who need deeper work than I offer. I'd love to connect to find out whom you like working with.
Please feel free to reach out to connect and network: