Financial therapy is clinical mental health care. It focuses on the emotional, relational, and psychological patterns shaping your relationship with money, identity, and change. It may be appropriate when concerns involve anxiety, trauma, longstanding patterns, relationship distress, or other issues that benefit from therapeutic treatment. Financial therapy is provided through my separate clinical practice and only in jurisdictions where I am licensed. Learn more about my clinical practice.

Coaching and consultation through Wealth and Mind are non-clinical. The work is generally more focused on self-understanding, decision-making, communication, leadership, family dynamics, and navigating wealth-related transitions.

I may work with individuals, families, wealth advisors, family offices, attorneys, trustees, or other professionals seeking a psychological and relational perspective on issues such as rising-generation development, succession, family communication, financial identity, cross-cultural dynamics, stewardship, or major transitions.

When it becomes clear that an issue would be better addressed through psychotherapy or another specialized service, I will recommend appropriate additional support.

Consultation may be a good fit for families navigating wealth transitions, succession, or conflict around values and responsibility. It may also be helpful for advisors, attorneys, family offices, and clinicians who want support understanding the emotional, relational, or cultural dynamics shaping a complex situation.

Money rarely exists in a vacuum. It often carries family history, expectations, cultural meaning, guilt, pressure, and differing ideas about fairness, responsibility, or success.

Consultation can help families better understand those dynamics so important conversations do not stay stuck at the surface. The goal is not just to solve a financial problem, but to create more clarity, steadiness, and alignment in how the family moves forward.

Yes. Many families are navigating different beliefs about money, success, obligation, and identity across generations, cultures, or life experiences. Sometimes those differences are subtle. Sometimes they create real tension.

Part of my role is helping families name what is happening beneath the surface so those differences can be understood with more clarity and less blame.

I see myself as a thoughtful extension of the existing team. I can work alongside wealth managers, accountants, estate attorneys, and other trusted advisors to help address the emotional and relational side of the work.

While other professionals may be focused on legal, fiduciary, or technical strategy, my role is to help make sense of the human dynamics that can affect whether those plans actually work in practice. When families are overwhelmed, misaligned, avoidant, or carrying unspoken tension, even the best strategy can stall.

My goal is to support the people behind the plan so the work of the broader team has a stronger foundation.