I HELP ORGANIZATIONS ADDRESS THE COGNITIVE, EMOTIONAL, BEHAVIORAL, RELATIONAL, AND ECONOMIC FACTORS THAT INFLUENCE THE FINANCIAL WELL-BEING OF THEIR CLIENTS AND CONSTITUENTS.
Depending on your organization’s goals, I can develop custom content around any number of money-related topics including communication, couples, happiness, mindfulness, goal-setting, and more.
A single- or multi-session experiential deep dive into a particular topic. We work with exercises and seek to motivate concrete behavioral change.
Information sessions that combine financial education with psychoeducation so people can use what they learn.
FINANCIAL WELLNESS PROGRAMS
Having founded and led a financial wellness program for over a decade, I understand the challenges of developing an enterprise that will engage, educate, and empower. After a thorough needs assessment, I can build, advise, or support your organization in creating a financial wellness offering that delivers measurable outcomes.
LET ME HELP YOU BRING YOUR MONEY INTO BALANCE
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