These resources are meant to help enrich your financial experience and education. It is not an endorsement of any firm, professional, or product, but instead, it is meant to serve as an educational opportunity to explore financial options that might be able to fit your needs appropriately. I encourage you to review and thoroughly interview any individual, company, or product before deciding to engage.

What is Financial Therapy?

“Financial therapy involves the integration of cognitive, emotional, behavioral, relational, and economic aspects that influence financial well-being, and ultimately, quality of life. Financial therapy professionals understand the interpersonal and intrapersonal aspects of money and utilize this knowledge to help clients achieve their financial goals. Financial therapy scholars are dedicated to producing and sharing clinical, experimental, and survey research that progresses the field of financial therapy.”

– Financial Therapy Association website. For more information, go to

Disclaimer: This is not an endorsement of any firm or professional, but instead serves as an opportunity to explore educational opportunities that might be a fit for your needs.

Money Management Tools

Financial Planning Resources

Click here for a thorough list of questions to ask before engaging with any financial professional.

Certified Financial Planner Board of Standards:
Financial Planning Association:
Fee-only Financial Planners:

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