Advice and Asset Management Guided by Financial Therapy
What IS financial therapy? In a nutshell, it's everything you've ever learned about money that shapes how you think, feel and behave around finances. You will hear us refer to this as your money story. Everybody has one. It's how we each navigate our way through the story that makes the difference. Your story could stem from childhood and watching how your parents handled financial decisions or maybe it's your own personal experience surrounding salaries, loans or even credit card debt that shapes your financial behaviors.
Nothing has transformed our practice more than the transition to a financial therapy-based approach. We have better conversations and deeper relationships that lead to more accurate planning, advice, and better financial health.