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Advisor Services

Helping your clients achieve
financial health and happiness


If you have a client who struggles to implement the strategies you recommend, I may be able to help. I offer two free, no-obligation meetings to see if we're a good fit.


I am available to help if you prefer to keep all services in-house. This is helpful if you don't want your client to have a separate agreement.

If you are looking for visuals for blog posts, presentations, your website, or any other reason, I have sketches available for you to use.


No time for writing weekly blog posts? Want to communicate the "softer" side of money to your clients? Send psychology of money essays out to your clients.

Purchase a deck of Personal Values cards to help your clients discover their unique personal values.


Learn about implementing the THRIVE process to help your clients understand money's purpose in their lives and live more intentionally.

Mindfulness is about paying attention to the present moment, without judgement nor wishing it were different. These skills are valuable in both your personal and professional lives.


Hire me to give workshops and seminars to your employees or clients. Help them understand their Money Scripts and Financial Purpose.


Do you need CE credit? Check out my webinars and learn more about financial psychology, financial purpose, and money mindfulness.


If you are highly motivated and want to level up, or if you know there's something between you and where you want to be, please reach out. Schedule a call to learn more.



I'm Derek and I help advisors help their clients live better lives.

I'm a financial therapist, life planner, speaker, writer, and mindfulness coach. I help advisors help their clients use their money to live the best life they can, with intention. My number one priority is to empower you.

For more information, please feel free to reach out and get the conversation started.

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