Switch to Accessible Site
Couple by a Lake
Couple by a Lake

Financial Therapy

"Most of us have been planting seeds, but watering weeds...the most
powerful determinants of our financial results are our thoughts and feelings." - Kate Phillips

What is the first thing that comes to mind when you think of wealth? If you are like most, you think of bank statements, cash flow, savings and retirement plans, investment strategies, and estate planning. In part, this is a big part of what creates wealth, but in truth, it is only half of the story. Building wealth in my opinion begins from the inside out and starts early on in our lives when we develop our beliefs and values around money. From there, our relationship with money is born which often drives our current attitudes, emotions, and behaviors around finances. These factors, along with life events, play a very big part in how we function in our lives and in our relationships. Once we are able to identify these factors and optimize functioning, we are able to create real and tangible wealth in our lives, abundance for ourselves, and experience overall health at the greatest levels.


W E L C O M E  T O  F I N A N C I A L      T H E R A P Y 


To some, financial health may imply having a surplus of money. Others may make interpret it to mean being debt free or maintaining a balanced budget and to many, it entails achieving financial security through a successful investment portfolio. Financial issues can affect all people and all relationships at all times regardless of how old you are and the amount of money that you have. I work with individuals, couples, and families who wish to identify, explore, and resolve inner and interpersonal issues they are experiencing around money as well as financial professionals who need support themselves in working with these clients. While some financial issues can be triggered by life events such as a death, inheritance, a pandemic, poor economy, job loss, divorce, trauma, or some other life situation, often stress can come about more slowly and subtly and can stem from family of origin issues.


W H A T  I S   F I N A N C I A L   T H E R A P Y  In Financial Therapy, we examine your life from a holistic perspective. We talk about how you are functioning in all areas of your life and discuss issues that are coming up for you as well as where you would like to make changes. We explore your dreams, fears, hopes, goals, visions, and intentions for your life or your lives together. We will discuss your history, your family, and evaluate your personal money scripts, determining how that has and is impacting your feelings and behaviors. From there, I use that insight to help you resolve current issues and close the gap between where you are now in your life and where you would like to be.


W H Y  C O L L A B O R A T E ?  While I see clients that have found me on their own, through the community, or through another therapist, often clients will be referred by their financial planner, estate planner/attorney, or other financial professional. Financial Therapy works very well as a collaborative model, that is, while I am working together with your financial professional to support you as a team. Collaborating in this way capitalizes upon the expertise and synergy of two professionals that understand your situation in different contexts and allows them to come together to optimize your financial plans, iron out any personal issues, and integrate those plans with the hopes and intentions for your

 life. Collaboration can happen in a number of ways; I can work with your financial advisor in session with you or separately from session, either in person or over the telephone. They can be involved at any level, depending upon what makes sense for your situation. This varies depending upon the practicality of meeting, the personalities/styles of the clients and the financial advisors, client's relationship to their advisor, as well as the nature of what they wish to discuss.


H O W  L O N G      
D O E S  T H E R A P Y  T A K E ?  
The number of sessions in Financial Therapy depends upon the context of the issues and what your goals are for therapy. While some experience changes rapidly, others may want or require more time. If clients are working with other financial professionals, we can tailor therapy to integrate with their financial goals and work within a specific time frame. While I do work with some clients around budgeting and cash flow, I am currently serving clients in the capacity of financial therapist as opposed to performing financial advisory services. I work with and refer to a number of financial planners/estate planners and financial professionals in the Seattle area.


My fee for Financial Therapy is $225/hr. Please see Appointments for scheduling and payment information. Additionally, please note that there is a full session charge for missed or cancelled appointments with less than 48-hour notice. Thank you for your understanding.




Helpful Forms

Click here to view and print forms for your appointment.

Click Here