Hire me to give workshops and seminars to your employees or clients. Help them understand their money story, values, and money's role in their lives.
Hire me to train your advisors to understand client psychology and the psychology of financial planning. I can train them to learn more about financial beliefs, Money Scripts, communication, working with couples, and more.
No time for writing weekly blog posts? Want to communicate the "softer" side of money to your clients? Send essays to your clients about the psychology of money and living a meaningful life.
Money is not a goal. It's simply a tool we can use to live fulfilling/meaningful lives. Help your clients understand money's role in their lives. What's their money for? Guiding them toward crafting a Financial Purpose Statement can help them make decisions aligned with their values.
VALUES AND MEANING
Helping clients align their lives (including their use of money) with what's important to them is what real financial planning is about. It's about helping your clients understand their values and sources of meaning so they can live their best lives.
Motivational Interviewing (MI) is a way of having conversations with clients in a way that strengthens their motivation to implement your advice. Using tools from MI, you can have conversations with clients in a way that helps them make positive change while keeping their autonomy.
CFP Board defines the psychology of financial planning as "identifying and responding to attitudes, behaviors, and situations that impact decision-making, the client-planner relationship, and the client's financial well-being." Learn more about using tools from psychology to help your clients.
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.