Ashley is a CFT-I (r) candidate and uses processes informed by both therapeutic and financial competencies that help people think, feel, and behave comfortably around money to improve overall wellbeing.
Ashley helps Centerpoint clients have a better relationship with their wealth and assists with inter-generational wealth transfers. She works directly with client families facilitating many financial coaching programs providing both emotional and educational preparation for clients across all ages. These include financial coaching, therapy and literacy, college and retirement savings strategies, family round-table facilitation and moderation, and pre-marital financial counseling. Ashley is a Board Member of XPX Greater Boston where she serves as the Chair of the Marketing Committee and Recent Summit Chair, and is active member of the Financial Therapy Association where she is on the marketing committee and will be presenting at the 2021 annual conference.