JFT Bookshelf Zoom Virtual Background - Ashley Agnew
ashley-pic - Ashley Agnew
Ashley Agnew
Centerpoint Advisors
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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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