FINANCIAL THERAPY CLINICAL INSTITUTE
FINANCIAL THERAPY CLINICAL INSTITUTE
Money is ALWAYS more than numbers
Our process
Financial health is more than just investing and saving for the future (though that is certainly part of it!). Our finances and our values, emotions, and skills are all linked. By addressing 3 main pieces of finance, you can get the support you need to live your best financial life.
Financial Counseling
Money requires certain skills to succeed in building your financial life. Knowing how to create a spending plan, use credit effectively, and understanding the impact of debt are all crucial to long-term financial health. Your journey with us may include some financial education and training in these areas.
Financial Therapy
Money is inherently an emotional experience. Financial therapy is a research-informed process to help you change the way you think, feel, and behave around money. Our work helps individuals, couples, and families as they work through this emotional and psychological process.
Financial Planning
While we interact with money every day, we also need to prepare for our long-term futures. Financial health across the lifespan requires conversations around retirement, goals, and actual numbers of what it will take to achieve those dreams. Working with a financial planner is a big part of building that financial health.
Our Services
1
Initial Intake
We believe in addressing the whole system when improving financial health. Our intake process involves a meeting with each professional (financial therapist, counselor, and planner), where we will assess your needs in each domain area described above.
2
Team Meeting
After your intake with each professional, we will have a collaborative meeting to discuss our assessments and to talk through our recommendations for your financial health. We honor your thoughts and desires on the help you are seeking as well.
3
Pathways
During our team meeting, we will identify a "pathway" that fits your situation that allows you to grow in each area of financial health. Some clients may be referred to more financial therapy services if that is where the greatest need is while others may need more skill building. We are confident these services will move you towards true financial health.