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Educational Services: Bookings
Virtual Team Meeting


Personalized training and community

Financial therapy is a field aimed at helping people think, feel, and behave differently with their money. This workshop series is designed to help financial advisors, planners, and coaches gain skills in therapeutic approaches to their work. 

You will learn and practice skills in:
 - Validation, empathy, and effective questions
 - Psychological theories on how people change behaviors
 - Trauma-informed planning
 - Relational conflict in session and how to handle it

You will be provided with both education and coaching as you practice these skills in a group setting. You also will receive handouts and other materials to facilitate continued growth as you apply your new skills in your work environment.

Course is approved for 8 CEU credits through AFCPE and 9.5 CEU credits through the CFP Board.

$350 covers 4 two-hour weekly sessions in a group format of 8-12 financial advisors.

Have a group wanting the training? Reach out to for discounted group pricing.

Image by Dylan Ferreira


One-on-one training for advanced skill development

After taking the financial therapy skills 101 course, clients have an opportunity to get personalized training with me where we can practice skills on a more individual level. The financial therapy skills 101 course is a prerequisite to individual coaching.


Educational Services: Services
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