Professional Coaching for Life & Financial Success
Unlock Your Potential in Work, Wealth, and Well-Being
Success isn’t just about what you achieve—it’s about who you become in the process. As both a Licensed Clinical Psychologist (Psy.D.) and an M.B.A. in Finance, I offer professional coaching that helps you reach your personal and financial goals while staying aligned with your values and maintaining balance in life. I help clients explore the psychological and emotional patterns that shape how they experience, protect, and pass on wealth. Whether you’re preparing heirs, managing legacy, or navigating change, I offer discreet, personalized guidance grounded in both psychology and financial insight.
Financial Psychology
What Is Financial Psychology?
Financial Psychology examines how emotions, beliefs, and behaviors influence the way we make financial decisions, manage wealth, and plan for the future.
It’s about understanding the often-unspoken feelings tied to money, identity, success, and legacy—so that financial choices are grounded in clarity, purpose, and emotional balance.
Who I Work With...
- Entrepreneurs and executives navigating transitions
- Wealth holders seeking clarity and meaning
- Couples working through money dynamics
- Families preparing the next generation for inheritance
- Individuals facing financial anxiety or identity changes
Common Challenges I Help Address
- Uncovering subconscious “money scripts” and emotional blocks
- Reducing financial anxiety and imposter syndrome
- Improving family communication and resolving conflict around wealth
- Navigating identity shifts after career changes or liquidity events
- Gaining philanthropic clarity and creating legacy plans that align with values
Collaborating With Advisors
I work alongside financial planners, estate attorneys, CPAs, and family offices to support clients emotionally through complex financial decisions and life transitions. By addressing the human side of money, we help clients move forward with confidence.
For Professionals
Partnering With Advisors, Attorneys & Family Offices
Wealth management isn’t just about numbers—it’s deeply personal. Emotional roadblocks can slow down planning, create conflict, and stall decisions. I partner with professionals to provide clients with discreet, expert emotional support, ensuring plans stay on track and relationships stay strong.
How We Collaborate
- Client emotional assessment and support during planning
- Facilitating sensitive family discussions
- Transition coaching during liquidity events or succession
- Preparing heirs and improving legacy communication
Why Partner With Me?
- Strengthen client trust and retention through holistic care
- Reduce delays caused by emotional resistance or conflict
- Offer your clients a discreet, specialized resource they can rely on
Let’s explore how we can work together to better serve your clients.