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Financial Therapy

Money can be a significant source of stress and anxiety for many individuals and families. Our financial therapy services are designed to help you explore and address the emotional and psychological aspects of your relationship with money. Through compassionate guidance and evidence-based techniques, our financial therapists can help you develop healthier attitudes and behaviors towards money, leading to greater financial well-being and peace of mind.

Happy Couple
  • Annie is one of the first practitioners in the U.S. certified in both financial planning and financial therapy. 

  • Exploration of underlying emotions and beliefs surrounding money

  • Identification of unhealthy financial behaviors and thought patterns

  • Development of coping strategies to manage financial stress and anxiety

  • Tools and techniques for improving communication about money within relationships

  • Holistic approach to financial well-being that addresses both practical and emotional aspects

  • Financial Therapy is not a substitute for psychotherapy, and Annie will work collaboratively with and/or refer to mental health professionals when warranted.

Socially 
Responsible
Investing

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