Ashley Agnew
Centerpoint Advisors
Get in Touch
175 Highland Avenue, Needham MA 02494
Issues and needs
Relationships/Family, Grief, Compulsive spending, Anxiety, Children and Adolescents, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Financial secrets, intergenerational wealth transfer
Occupational specialties
Business Owners, Doctors/Dentists, Entertainment, Tech, Family Businesses/Family Enterprises
About
Through financial therapy informed wealth planning, I help individuals, families, and rising gens have a better relationship with their wealth.
Professional Specialty Areas
Issues and needs
Relationships/Family, Grief, Compulsive spending, Anxiety, Children and Adolescents, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Financial secrets, intergenerational wealth transfer
Occupational specialties
Business Owners, Doctors/Dentists, Entertainment, Tech, Family Businesses/Family Enterprises
Languages
English
Religious/Spiritual
Disability/Ability
Sexuality
Racial Identities
About the Practitioner
Primary Professional Orientation
Financial
Delivery Method
Virtual, In person
Country
USA
Service Area
Massachusetts
Type of Service
Coaching, Therapy, Financial Planning, Investment Management
Practitioner Gender
Female
Fee Structure
Assets under management, Hourly
Practitioner Designations and Qualifications
Financial Therapy Designations
Certified Financial Therapist Level I - CFT-I™
Mental Health Designations
Financial Designations
Education
Graduate Certificate in Financial Therapy, Masters in Global Finance
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