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Whether you're a conference, company, or university:

Help your audience explore their relationship with money and live more intentionally.

About Speaking Engagements, Seminars, and Workshops

I envision a world where 1) money doesn't stress people out, 2) people are able to have productive conversations about money, and 3) people use their money as a tool to support their important values.

I believe story-telling and visual communication are the best tools to engage people. Your audience has heard the lectures before. They've seen the bullet lists. They already know where to go to get more data. What they need is a way to internalize the message.

I offer in-person and virtual presentations to fit the needs of your event.



I can speak on a variety of topics, including the psychology of money, money stories,  meaning/purpose, resiliency, mindfulness, and intentional living. Below are some ideas.

  • Money's Role in a Meaningful Life

  • Understanding Client Psychology

  • Understand and Rewrite Your Money Story

  • One Life: Connecting To Your Past, Present, and Future





  • What's the Money For? Helping Clients Understand Their Financial Purpose

  • Working With Resistant Clients

  • Understanding Your Client's Money Story

  • Communication Skills for Advisors

  • Money's Role in a Meaningful Life

  • Planning With Values in Mind

  • Motivational Interviewing for Advisors

  • Mindfulness for Advisors

  • Write a New Money Story

  • Changing Your Money Mindset

  • Having Better Money Conversation

  • Align Your Money and Your Values

  • Money and Meaning

  • Money and Happiness

  • Money and Mindfulness



I may be a good fit if...

  • You want your audience to be engaged.

  • You want to communicate the benefits of financial psychology and mindfulness.

  • You are comfortable with a visual communication style (think: drawings).

I am NOT a good fit if...

  • You prefer the same old PowerPoint presentations you've seen 1,000 times.

  • Your goal is to simply convey information without engagement.

  • You aren't comfortable with drawings as a visual tool.

"Derek's communication and his professionalism really impressed me. When it came to his presentation, he really captivated the audience by having not only good audio content - the words that he spoke - but it correlated really well with his engaging presentation that he actually draws himself. The visual images are simple but really powerful."

- Shaun Maslyk
The Most Hated F-Word

"Derek is uniquely able to talk about difficult topics in fun and engaging ways. He is able to bring up scary topics like death and money decisions with compassion and humor. I left his presentation with a new mindset for both myself and my clients."

Working with Derek has been one of the best investments we've ever made."

- Nate Astle
Financial Therapy Association

"Derek is a great presenter and speaker. He is able to take complex topics and make them simple to understand and include tips that the audience can begin to implement right away. He does a great job of helping the audience understand the material and put it into practice in their own lives. He is very professional and easy to work with."

- Ashley Patrick
Budgets Made Easy


Next Steps


Contact Derek

If you are interested in learning more, please feel free to reach out. You can also schedule a phone call.

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